Associate Financial Advisor
As an associate advisor, Sam is responsible for interfacing with clients and providing comprehensive financial planning strategies and service. Sam joined Bogart Wealth in 2019, after spending several years as a Financial Advisor at Park Avenue Securities. He has been integral member of both our client operations and the financial planning department, where he has developed a strong understanding of the industry.
Sam resides in Bethesda, MD. He earned his Bachelor of Arts degree in Economics from Miami University and is currently pursuing his CERTIFIED FINANCIAL PLANNER™ designation.
Sam enjoys spending time with his family in both Washington, D.C. and Massachusetts. In his spare time, Sam is likely fishing or sailing with friends.
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