Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
- Insurance3
Samuel E Kaplowitz, Assistant Vice President, Financial Advisor and Portfolio 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. In addition to providing traditional advice and guidance, he can help clients pursue their investment objectives by recommending 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 is a soccer coach with The Cheshire Soccer Club U6 & U8 divisions, a member of the local Parent Teacher Association, and a member of the Medical Reserve Corps with the Chesprocott Health District which focuses on local health initiatives for the towns of Cheshire, Prospect, and Wolcott. In addition to his volunteer work locally, he serves as an Employee Financial Services Specialist, where he educates fellow employees through programs offered by Merrill Lynch Wealth Management and 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.
Post University
Southern Connecticut State University
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.
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.
Employee Benefits Specialist
Merrill Lynch
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.
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