Sam Jowers

I look to be a trusted advisor to the clients I serve, connecting them to resources and capabilities that align with their distinctive needs. Wealth management means a lot more than saving or investing. I help people consider multiple aspects of their finances, spurring them to ask important questions, discern their values and goals, and take positive action toward the future they envision.

Throughout my life, I have been a connector. I love bringing people together. Relationships are the bedrock of my own life and are one of the chief ways that I add value to my clients. I look to expand my clients’ network, personally and professionally, helping them engage with people and opportunities that have the power to be transformative. 
- I will work hard for you, earning your trust through responsive action that testifies to your importance to me, day in and day out.
 
- I will help you see things from a different perspective. By considering your options and weighing your alternatives, you can be more confident in the path that lies ahead.
 
- I will connect you to the investment resources of Merrill and the banking convenience of Bank of America, helping you identify opportunities in investing, lending, long-term strategy, and retirement planning, among others.

- I will support you in becoming a more capable and confident steward of your finances, mindful of the sacrifice and effort you have made in the past and the aspirations that lie in your future.