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Top 30 financial advisors of 356 near 44514
Out of 400,000+ nationwide
Valerie D
Series 63
Boardman, OH
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Series 63, Series 66
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James C
Series 63, Series 66
Hubbard, OH
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Eric V
Series 63, Series 66
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Lori F
Series 66
Canfield, OH
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Victoria B
Series 66
Canfield, OH
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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.
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Top 30 financial advisors of 356 near 44514
Out of 400,000+ nationwide