Profile

Samuel joined Merrill Wealth Management with a passion for helping individuals and families navigate important financial decisions and pursue their long-term goals. Working alongside his father, Jeff, and brother, Joseph, Samuel is proud to be part of a family team dedicated to delivering personalized guidance and exceptional client service.
Samuel focuses on understanding each client's unique circumstances, priorities, and aspirations. He works closely with clients to develop personalized strategies designed to address retirement planning, wealth accumulation, investment management, and wealth transfer objectives.
Samuel appreciates the opportunity to build lasting relationships and help clients gain greater confidence in their financial future. He believes that every successful strategy begins with listening and ensuring that recommendations are grounded in a clear understanding of what each client hopes to achieve.

About Me

Philosophy

I believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, I talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, I will work with you to develop an approach designed to help address your financial needs.

Approach

Every relationship begins with a conversation, helping you identify and prioritize which goals matter most to you. Whether it's transferring wealth to the next generation, customizing your financial approach to help you pursue your passions, or providing advice and guidance to help you stay informed, I start by listening to learn more about you, your family, and your approach to investing. Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help me get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, I can customize the financial approach we develop together to help you pursue what matters most to you. My Investment Personality Assessment is one of the ways to help us get to know you \- to understand your goals and priorities. These questions will help me provide you with additional insights, resources, and understanding your goals and priorities. Your life and goals change. I have the tools to help you keep track of these changes so they can be reflected in your financial approach.

Capabilities

Merrill's process is designed to help deliver a customized, comprehensive experience to assist you, not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to the investment insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking and lending solutions of Bank of America offers a way to help you manage all of the pieces of your financial life. Working one\-on\-one with a Merrill advisor means you have a single point of contact to help you with potential strategies for transferring wealth to the younger generation.

Focus On

I believe that financial success can be achieved when you're able to make investment\-related decisions and trade\-offs that can help you reach personally meaningful goals. Whether you're planning your retirement, saving to buy a home or funding a child's education, the process begins by getting to know you and how you feel about the following:\* Health: Managing healthcare expenses, now and in the future\* Home: Upsizing, downsizing, remodeling or buying a vacation home\* Family: Taking care of your family and other people in your life\* Leisure: Spending your free time in meaningful ways\* Giving: Volunteering, mentoring others and giving to charities\* Work: Working in retirement, selling or starting a business\* Finance: Bringing it all together and defining your financial goalsSuccess will be measured by the amount of progress you are making toward reaching your goals, making thoughtfully considered adjustments as events and conditions warrant.This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.

Additional Resources

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.

Nicholas A. Beilfuss

Wealth Strategist

Merrill

Maria Barraza

Wealth Management Banking Specialist

Merrill

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About Merrill

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.

Samuel Herr