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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 275 near 29483

Out of 400,000+ nationwide

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Maurice B

Series 66

Moncks Corner, SC

Edward Jones

Retirement income strategy Early retirement planning Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General estate planning guidance Founder/Business Owner
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Hannah R

CFP®, Series 66

Daniel Island, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Wealth management Active portfolio management
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James T

Series 66

Summerville, SC

Edward Jones

College savings (529s, UTMA, etc.) ESG / Sustainable investing
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Thomas F

CFP®, Series 66

Hanahan, SC

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Retirement withdrawal strategies
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Leslie B

CFP®, ChFC®, Series 63, Series 66

Summerville, SC

Edward Jones

Retirement income strategy Wealth management Multi-generational wealth transfer Military & Veterans Women Professionals
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Thomas J

Series 66

Summerville, SC

Edward Jones

Retirement income strategy General retirement planning
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Cheri G

Series 66

Moncks Corner, SC

Edward Jones

Retirement income strategy General estate planning guidance Multi-generational wealth transfer
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Sarah B

Series 66

Summerville, SC

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Josh L

Series 66

North Charleston, SC

Fidelity

Josh Lucarelli is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He specializes in assisting clients with understanding their finances and developing personalized plans that align with their goals and lifestyles. His work involves simplifying complex financial topics and providing clear guidance tailored to clients' evolving needs and priorities. Prior to his current role, Josh served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Relationship Manager at the same company from 2021 to 2024. Through these roles, he has gained experience in financial planning, investment management, and client relationship management. Outside of his professional responsibilities, Josh has interests in beach activities, boating, golf, snowboarding, soccer, and traveling.

General retirement planning Income planning Wealth management
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Brandon O

Series 66

Summerville, SC

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Startup equity planning Business ownership considerations Wealth management Active portfolio management Technology Professional Founder/Business Owner
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