Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 in 2011. He holds the Certified Plan Fiduciary Advisor (CPFA) designation. Sam and his wife reside in Laguna Niguel and have three daughters and two 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
Our experts examine the forces that are changing the world – and how they may impact your life
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, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.