Sam Akel
I work with High-Net Worth and Ultra-High Net Worth individuals, families, and business owners to help develop thoughtful wealth management strategies that reflect both ambition and precision.
As a Senior Portfolio Advisor with the SE-AWMA® designation, I support clients in areas such as income planning, liquidity management, equity compensation, and multigenerational wealth. A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies.
My approach emphasizes clarity, discretion, and tailored portfolio construction. By utilizing Merrill's investment platform and Bank of America's full suite of capabilities, I help clients manage cash flow, reduce tax impact, and navigate risk with a long-term mindset.
My goal is simple: to serve as a trusted partner, helping align your financial decisions with the life you lead and the legacy you want to leave.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
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.
