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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 57 near 04364

Out of 400,000+ nationwide

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Blaine G

Series 66

Manchester, ME

Edward Jones

Retirement income strategy Multi-generational wealth transfer Wealth management ESG / Sustainable investing
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Samuel O

Series 66

Augusta, ME

Edward Jones

Retirement income strategy Early retirement planning Wealth management
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Eliot S

Series 66

Augusta, ME

Edward Jones

General retirement planning Passive / index investing ESG / Sustainable investing
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Monica W

Series 66

Pittston, ME

Fidelity

Monica Worcester is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. In her role, she focuses on building trust with her clients and providing personalized financial guidance aimed at growth, security, and achieving their unique goals. Prior to this position, Monica held roles including Planning Consultant at Fidelity Investments and Relationship Manager at Empower Retirement, accumulating extensive experience in client service and financial planning since 1997. Her career spans various roles in the financial services industry, including positions at UBS, Lebel & Harriman, LLP, Key Bank, and Gorham Savings Bank. This diverse background has contributed to her expertise in retirement education, client relationship management, and financial consulting. Outside of her professional work, Monica enjoys activities such as cooking and baking, gardening, music, caring for pets, and reading.

General retirement planning Retirement income strategy Income planning
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Kimberly M

Series 63, Series 66

Augusta, ME

Edward Jones

General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Intergenerational Families
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Rachael S

Series 66

Monmouth, ME

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Robert C

CFP®

Readfield, ME

Stewardship Financial Plainning, Llc

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Kenneth D

Series 66

Winthrop, ME

Azimuth Capital Management, LLC

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Craig S

Series 63, Series 65

Augusta, ME

Maine Center for Wealth Management, LLC

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Abigail G

Series 65

Belgrade, ME

Tonge Investments

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