Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Expert panelists explore how the rest of the year may be shaping up for the economy and the markets — and highlight the longer-term forces transforming our lives.
I am a Senior Financial Advisor with Abbate, June & Associates. We help founders and principals of closely held businesses, executives at public companies, families and individuals streamline financial responsibilities and strategically pursue their ideal visions for growth. With over 25 years’ experience, we greatly appreciate making a difference in our clients’ financial lives and business growth, while guiding them toward their unique vision of success.
My Wealth Management Approach:
By working to strategically align both sides of our clients’ balance sheets, I help to better position them for sustainable growth. Along with my team, I assist clients in building long-term liquidity while helping to meet their myriad of goals. Throughout our relationship, I listen closely and strive to understand clients’ needs, thoughts, and concerns as they evolve. My goal is to use this perspective to help them foresee future obstacles and opportunities, and maintain a clear, actionable financial path.
Connect With Me If You:
• Plan to transition or go public with your company and need strategic help with the financial road ahead
• Seek a long-term wealth management resource who can help take you to the next growth stage
• Desire advice and guidance designed to help minimize risk and enhance financial efficiency
• Seek a second opinion on your organization’s financial health
• Need to streamline your financial responsibilities and gain access to deeper resources that support both cash flow and liquidity needs
Sam has been in the financial services industry since 1989 and joined Merrill Lynch Wealth Management in 2011. He holds the Certified Plan Fiduciary Advisor (CPFA) designation. Sam and his wife reside in Laguna Niguel and have three daughters and three granddaughters. In his spare time, Sam likes to golf and visit his grandchildren in Oregon.
Notre Dame Catholic HS
Sacred Heart University
University of Bridgeport
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.