Sam began his career in financial services in 2015 after graduating from the University of Wisconsin-Madison with degrees in Personal Finance and Economics. He spent two years working as an Analyst at a large life insurance company in New York before joining the Henneck/Cherny Group at Merrill Lynch Wealth Management in 2017 as a Financial Advisor. Emphasizing a disciplined approach to investing and cash flows, Sam and his team help their clients with individualized financial strategies to plan for the future.
The Henneck/Cherny Group has over 80 years of experience helping individuals, families, and businesses to identify and achieve their financial goals. Some of Sam’s passions are customizing portfolios for his clients, consolidating and streamlining qualified retirement assets, and making introductions to Bank of America and the Private Bank where necessary for life events such as securing a Mortgage or setting up Trust & Estate Planning Services. (*NMLS ID 1703039) Sam has also carved out a niche in helping the “Next Generation” of our clientele by promoting financial literacy and planning early to ensure a seamless transition of wealth all while maintaining a legacy for our clients who have worked with us for decades.
Sam lives on the Upper East Side in New York City. In his spare time, Sam enjoys exercising, cooking, snowboarding, and cheering on his beloved Green Bay Packers.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
