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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 94 near 32034

Out of 400,000+ nationwide

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Andrew N

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Charitable giving & philanthropy Family Business Business ownership considerations Multi-generational wealth transfer Wealth management Founder/Business Owner Values-based investing Religious/faith focused
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Donna P

Series 66

St Marys, GA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans
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Suzanne W

Series 66

Kingsland, GA

Fidelity

Suzanne Wing is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop and update personalized financial plans. She has been with Fidelity Investments since 2018, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, Relationship Manager at the Regional Center supporting premium clients, and currently serving as a Planning Consultant. Suzanne holds insurance licenses in Arkansas and California, which support her work in financial planning. Outside of her professional role, she enjoys cooking and baking, participating in family activities, exploring food culture as a foodie, watching movies, and engaging in parenthood.

General retirement planning Income planning Retirement income strategy Parents
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Ira H

Series 63, Series 66

Yulee, FL

Fidelity

Ira Holowell is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2017. He partners with individuals and families to create financial plans aimed at improving their overall financial well-being. Prior to his current role, he served as a Retirement Relationship Manager at Fidelity Investments from 2012 to 2017. In his financial planning approach, Ira focuses on understanding clients' goals and needs to develop effective and detailed financial plans and investment strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ira has interests in baseball, fishing, football, gardening, outdoor adventures, and scuba diving.

General retirement planning Retirement income strategy Income planning Wealth management Passive / index investing
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Crystal H

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Women Professionals
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Steven G

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

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

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance Inheritance planning Widow/Widower
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Brian H

CFP®, Series 66

Fernandina Beach, FL

Edward Jones

Retirement income strategy Business ownership considerations Business succession planning Wealth management Military & Veterans Founder/Business Owner
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Thomas B

Series 63, Series 66

Fernandina Beach, FL

TBCPA, Inc.

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Nicola N

CFA®, Series 66

Melbourne, FL

Rossby Financial, LLC

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