Sam Cherny is a Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management. Based in the firm’s flagship Fifth Avenue office in New York City, Sam leads a seasoned advisory team that supports high net worth individuals, families, and small businesses across the country.
Sam brings a well-rounded perspective to wealth management. He identifies gaps and inefficiencies in clients’ current financial lives, and leverages the firm’s expansive suite of solutions to help clients improve their odds of success towards meeting their goals. By focusing on each client’s time horizon, liquidity needs, and tax considerations, Sam builds customized financial plans designed to help them move confidently toward their long-term objectives.
With over 100 years of combined experience in the Henneck/Cherny Group, including two dedicated client associates and a network of specialists across the firm, we support our clients with services ranging from investment management to personal banking, Trust and Estate planning, and insurance/Long Term Care. Many of the relationships Sam’s team manages span generations — we are now proudly working with the fourth generation of some families.
Sam earned a double major in Personal Finance and Economics from the University of Wisconsin–Madison. He lives on the Upper East Side of Manhattan and enjoys watching documentaries, working out, snowboarding, and taking his mini Australian Shepherd, Roo, for walks in Central Park. A proud Wisconsin native, he’s an avid fan of the Packers, Badgers, Brewers, and Bucks.
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.