Samuel Reavis
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Samuel Reavis is a Financial Advisor with Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized financial plans and strategies tailored to their unique goals. Samuel focuses on helping clients grow and protect their wealth with clarity and confidence, offering guidance that addresses a wide range of financial priorities including retirement planning, wealth management, tax minimization, and philanthropic planning.
With expertise in corporate executive services, liquidity management, managing new wealth, and small business strategies, Samuel approaches each client relationship with attention to detail and a commitment to finding clear, strategic solutions. He emphasizes building lasting relationships based on trust, transparency, and a thorough understanding of what matters most to his clients.
Samuel holds a Bachelor's Degree from the University of South Carolina and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional work, he enjoys golfing, spending time with his family, watching movies, and attending live sporting events including football, basketball, and golf tournaments.
Bank of America Merrill Lynch
2022 - Present (4 years)
Bonefish Grill
2020 - 2021 (1 year)
Fresh Chef Kitchen
2019 - 2019 (1 year)
University of South Carolina
2018 - 2022 (4 years)
Brooklyn South Pizza
2015 - 2018 (3 years)
Lake Norman Charter School
2010 - 2018 (8 years)
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