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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 51 near 28745

Out of 400,000+ nationwide

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Justin C

Series 66

Sylva, NC

Edward Jones

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Molly B

Series 66

Lake Junaluska, NC

Edward Jones

Retirement income strategy Divorce financial planning Business ownership considerations Founder/Business Owner LGBTQIA
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Susan S

Series 63, Series 65

Waynesville, NC

Merrill

Susan Sorrells is the Resident Director and Wealth Management Advisor with Merrill Lynch Wealth Management in Asheville, North Carolina. She has been with Merrill Lynch since 2007 and currently leads the Asheville office, supporting and mentoring financial advisors and associates. Susan works closely with a select group of individuals and families, providing customized financial strategies and guidance tailored to their retirement, legacy, and wealth management goals. With over 36 years of experience in the financial services industry, Susan draws on her background in banking and investment management, including previous roles in retail branch management and licensed banker supervision at SunTrust Bank and Wachovia Bank. She holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor™ (CRPC™) designation, and Certified Divorce Financial Analyst® (CDFA®) certification. Susan’s areas of expertise include retirement planning, education funding, family wealth strategies, and divorce-related financial issues, collaborating with attorneys and accountants to develop comprehensive wealth management solutions. Susan earned her bachelor’s degree in business administration with a concentration in commercial banking from Mars Hill University. She is a member of the Waynesville Rotary Club and participates in community organizations such as KARE, Open Door, Manna Backpack, and Folkmoot. Susan resides in Waynesville, North Carolina, with her husband and enjoys boating, reading, traveling, and spending time with her family.

General retirement planning Retirement income strategy Wealth management Divorce financial planning General estate planning guidance Parents Women Professionals
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Scott S

Series 66

Canton, NC

Edward Jones

Charitable giving & philanthropy Divorce financial planning Business ownership considerations General estate planning guidance Wealth management Oil & Gas Founder/Business Owner
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Latisha P

Series 63, Series 65, Series 66

Clyde, NC

Edward Jones

General estate planning guidance Retirement income strategy General retirement planning Wealth management
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Travis B

Series 66

Waynesville, NC

Edward Jones

Retirement income strategy General retirement planning ESG / Sustainable investing Wealth management
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Erika J

Series 66

Clyde, NC

Respire Wealth Management, LLC

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Gary L

CFA®, Series 65

Candler, NC

Tillman Hartley Llc

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Kerry K

CFP®, Series 65

Candler, NC

Abacus Wealth Partners

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Thomas C

Series 63, Series 65

Sylva, NC

Credit Union Investment Services

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