Samuel Cagle
Samuel has been a Financial Advisor on Merrill’s Global Corporate & Institutional Advisory Services team since 2021 and with the firm since 2015. Samuel assists his clients in simplifying their financial lives by helping them establish and prioritize goals.
Leveraging the global resources of Merrill and having access to lending and credit solutions from Bank of America. He delivers tailored strategies that include asset allocation guidance, tax-minimization strategies, retirement income strategies, and wealth transfer.
Samuel grew up in Knoxville, Tennessee. At the University of Tennessee Samuel received a B.Sci. in Finance. Samuel holds FINRA Series 7 and 66 Registrations. He also holds the Chartered Retirement Planning Counselor™ designation.
Living in Midtown Atlanta, Samuel spends his time cooking, running, and playing golf. When not outside he enjoys history and film.
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.
