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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 33 near 37763

Out of 400,000+ nationwide

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Jennifer L

Series 66

Lenoir City, TN

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance General retirement planning Wealth management
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Deric R

Series 66

Kingston, TN

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Wealth management Founder/Business Owner
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Robert S

Series 66

Oak Ridge, TN

Fidelity

Bobby Sass is Vice President and Financial Consultant at Fidelity Investments, where he has served since 2014. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2013 to 2014 and as a Financial Advisor at Edward Jones from 2007 to 2013. In his current position, Bobby and his team assist clients in making informed decisions regarding their wealth by guiding them through the financial planning process. He holds a California Insurance License. Outside of his professional work, Bobby has personal interests in food and traveling.

Wealth management
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Justin W

Series 63, Series 66

Oak Ridge, TN

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business ownership considerations General retirement planning Founder/Business Owner
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Robin C

Series 63, Series 65

Knoxville, TN

Knox Wealth Partners Advisory

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Jeffrey F

CFP®, Series 66

Lenoir City, TN

Procyon

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Amanda W

Series 66

Oak Ridge, TN

wealth Enhancement Advisory Services, LLC

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Robert P

Series 66

Oak Ridge, TN

Edward Jones

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David H

Series 63, Series 65

Knoxville, TN

Mass Mutual Investors Services

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William S

CFP®, Series 63

Lenoir City, TN

Cetera

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