Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Sam Tyson has been in the financial services industry since 1988 and joined Merrill Lynch in 2016 as a Senior Financial Advisor. His focus is on developing strategies and advice for individuals, their families and their businesses by understanding their short and long-term financial objectives. Sam is a graduate of Georgia Tech with a bachelor's degree in Management. He lives in Augusta with his wife Cheryl, who is also a Financial Advisor with Merrill Lynch.
Sam and Cheryl are active in the community, serving in leadership positions for the Augusta Warrior Project, United Way, Boy Scouts, University Hospital Foundation and Historic Augusta. Sam has served as Board Chair of the United Way, Red Cross, Kiwanis Club of Augusta, Ronald McDonald House, and St. Joseph Hospital Foundation. Sam served six years active duty as a Captain in the US Army. He retired as a Lieutenant Colonel in the US Army Reserves.
Georgia Institute of Technology
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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.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.