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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 26 financial advisors of 26 near 01331

Out of 400,000+ nationwide

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Berklee V

Series 63, Series 66

Gardner, MA

Fidelity

Berklee Vaillancourt is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Berklee partners with clients and their Wealth Management Advisors to address unique service and planning needs. Berklee has held multiple positions at Fidelity Investments since 2018, including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. This progression reflects experience across various facets of client relationship management and financial planning within the firm.

Wealth management
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Amanda M

ChFC®, Series 66

Gardner, MA

Edward Jones

Retirement income strategy Divorce financial planning Wealth management
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David M

CFP®, ChFC®, Series 66

Athol, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning
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Jordyn L

Series 66

Winchendon, MA

Edward Jones

Divorce financial planning Family Business Charitable giving & philanthropy Planning for children with special needs ESG / Sustainable investing Founder/Business Owner
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Jahan M

CFP®, Series 66

Hubbardston, MA

Edward Jones

Business ownership considerations Doctor or Medical Professional Attorney Entertainment Industry Founder/Business Owner Divorced Intergenerational Families
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Lauren S

Series 66

Gardner, MA

Edward Jones

Divorce financial planning Business ownership considerations Public Service Employee LGBTQIA
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Cailte K

CFP®, Series 66

Winchendon, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management General retirement planning Doctor or Medical Professional Founder/Business Owner
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Eric C

Series 66

Gardner, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General retirement planning Real estate investing LGBTQIA Newlywed/Engaged
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Ryan L

Series 66

Gardner, MA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Kerri N

Series 66

Templeton, MA

Edward Jones

General retirement planning Young Professionals
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