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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Street Wealth Management LLC

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 356 near 44512

Out of 400,000+ nationwide

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Valerie D

Series 63

Boardman, OH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management
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Jason W

Series 63, Series 65

Hubbard, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Lee S

Series 63, Series 66

Hermitage, PA

Edward Jones

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Scott V

Series 66

Boardman, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Wealth management Doctor or Medical Professional
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James C

Series 63, Series 66

Hubbard, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management
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Eric V

Series 63, Series 66

Warren, OH

Edward Jones

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Seth L

Series 66

Canfield, OH

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy ESG / Sustainable investing Inheritance planning
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Lori F

Series 66

Canfield, OH

Edward Jones

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Victoria B

Series 66

Canfield, OH

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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Samuel E

Series 66

Canfield, OH

Merrill

Samuel Eddy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial goals and develop personalized wealth management strategies. His approach emphasizes frequent communication and a consultative, objective commitment to helping affluent individuals and their families pursue long-term financial objectives. Sam joined Merrill in 2011 after a more than 30-year coaching career in college football. He holds a Bachelor's degree from Taylor University and a Master of Science degree from the University of Massachusetts Amherst. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in the Youngstown community, Sam participates in the Youngstown State University Penguin Club and is a member of St. Patrick's Catholic Church. He and his wife, Connie, live in Boardman, OH and are parents to two adult children. His client focus areas include personal retirement planning, small business strategies, and retirement income.

General retirement planning Retirement income strategy Business sale tax planning Wealth management
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