Samuel Storey

Financial Advisor
300 W Vine St
Lexington KY 40507
(859) 231.5215
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Profile

Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.

About Me
Welcome

My passion is helping you and your family put together a plan to achieve your financial goals. I enjoy developing a relationship with you to best understand your unique situation. From there, I can put together a plan that is uniquely tailored to achieving those goals. Whatever goals you may have, something I have learned is no situation is the exact same. I would love to connect and learn what is most important to you.

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.

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Samuel Storey is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.