Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Sam Kaplowitz is a Financial Advisor and Portfolio Advisor who has been in the wealth management industry since 2009. He focuses on providing a detailed assessment of client’s current financial conditions and developing an appropriate 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.
The PWSK Group is 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
Our experts examine the forces that are changing the world – and how they may impact your life
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.
Retirement Plan Specialist
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.