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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Top 30 financial advisors of 59 near 01220

Out of 400,000+ nationwide

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Robert C

Series 66

Pittsfield, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Military & Veterans
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Regina G

Series 66

Adams, MA

Edward Jones

College savings (529s, UTMA, etc.) Engineering Professional Doctor or Medical Professional Women Professionals
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Jayson T

Series 66

Albany, NY

Merrill

Jayson Tanzman is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career spanning over 21 years, Jayson focuses on providing personalized financial analysis and planning to a diverse client base including families, retirees, corporate executives, entrepreneurs, and nonprofit organizations. His approach centers on understanding each client's unique needs to help them pursue and achieve their financial and life goals. Jayson holds the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from the University of Hartford. His experience includes advising on multi-generational and philanthropic needs, which complements his involvement in the nonprofit sector. Jayson is a 25-year member of the Rotary Club of Pittsfield and a Paul Harris Fellow. He serves on the board of the Berkshire Humane Society and has previously served on boards of several local organizations. Residing in Pittsfield with his wife and two daughters, Jayson enjoys golfing and playing hockey. He maintains a commitment to community participation consistent with Merrill’s tradition of service.

General retirement planning Wealth management Charitable giving & philanthropy Multi-generational wealth transfer
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Stephen G

Series 65

Pittsfield, MA

Stephen P Galib CRPC

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Phuong L

CFP®, Series 65

Pittsfield, MA

Just Wealth LLC

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Hao J

Series 65

Pittsfield, MA

East River Capital Management LLC

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Patrick H

Series 65

Pittsfield, MA

Hanley & Associates LLC

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Matthew S

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

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Francis H

Series 63, Series 65

Pittsfield, MA

Hanley & Associates LLC

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Matthew C

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

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