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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)

Advisors near 77550

Out of 400,000+ nationwide

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Johnny S

Series 65

Texas City, TX

Salinas Asset Management, LLC

Options & derivatives strategies Real estate investing Active portfolio management
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Alfredo F

CFA®, Series 63, Series 65

Galveston, TX

Cypress Lane Advisors

Cash flow / budgeting Charitable giving & philanthropy Founder/Business Owner
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Michael G

Series 65

Cypress, TX

Redfish Capital

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jason H

Series 66

Galveston, TX

Sanctuary Advisors, LLC

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Retired
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Paula K

Series 63, Series 65

Dickinson, TX

Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Samuel M

Series 66

Galveston, TX

Edward Jones

Retirement income strategy Wealth management General estate planning guidance
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Nestor D

Series 66

Galveston, TX

Merrill

Nestor De La Fuente is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, portfolio management services, women and wealth, tax minimization, and retirement income. Nestor brings more than 40 years of experience in the financial services industry to his role, emphasizing a comprehensive approach that begins with listening to clients to understand their individual financial goals. He holds a Personal Investment Advisor (PIA) designation and maintains Series 7 and 66 FINRA registrations. Nestor completed his high school education at Patrick Henry and is fluent in both Spanish and English. Outside of his professional work, he enjoys activities such as bowling, cooking, gardening, golfing, interior decorating, swimming, table tennis, traveling, watching movies, and spending time with his family.

Wealth management Retirement income strategy General tax planning Women Professionals
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Timothy W

Series 66

Galveston, TX

Merrill

Timothy Wampler serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized strategies that align with their unique financial goals and priorities. He focuses on helping clients with a range of needs, including general investing, retirement planning, and preparing for unexpected financial events. Timothy holds a Master's Degree from Harvard University and a Bachelor's Degree from the Texas A&M University System. He has earned professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His approach emphasizes understanding each client's individual perspectives and priorities to create a transparent and straightforward wealth planning process.

General retirement planning College savings (529s, UTMA, etc.) Wealth management
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Matthew T

Series 66

Galveston, TX

Edward Jones

Retirement income strategy Charitable giving tax strategies Liquidity event planning Wealth management
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Steven C

Series 66

Texas City, TX

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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