Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Sam Kaplowitz, Assistant Vice President Financial Advisor has been in the wealth management industry since 2009. He focuses on providing a detailed assessment of client’s current financial conditions and developing asset allocation/risk controls conducive to reaching goals. Sam is a Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.
Sam graduated with a bachelor’s degree in Business Administration with a concentration in Marketing from Southern Connecticut State University and subsequently earned a master’s degree in Business Administration from Post University. He holds the Series 7, 63, and 65 FINRA registrations.
Sam volunteers as a soccer coach with The Cheshire Soccer Club and is an active member of the the Board of Directors with First Church Preschool. In addition to his volunteer work, he serves as an Employee Financial Services Specialist, where he educates fellow employees through programs offered by Bank of America. He resides with his wife and their two children in Cheshire, Connecticut.
Kaplowitz and Associates is a wealth management team built on the foundation of overseeing and coordinating the financial affairs of clients and their families with a personalized, goals-based approach. Each client is different, and our team structure enables us to accommodate their preferences and provide the highest level of communication.
*Asset allocation does not ensure profit or protect against loss in declining markets.
Southern Connecticut State University
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The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Employee Benefits Specialist
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 periodically 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.
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Your advisor is a click away within our site or mobile apps
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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 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.
We will work to help you stay on track, regardless of what the markets are doing.