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Sam Morrison, Financial Advisor

FINANCIAL ADVISOR
Sam Morrison

1309 Collegiate Drive, Wilkesboro, NC 28697opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Values and Faith Based Investing
  • Entrepreneurs & Business Owners

About Sam

At Edward Jones, I have the opportunity to help you and your family be excellent stewards of money. As the son of a small business owner and teacher, I understand the value of hard work, saving and personal relationships. My desire is to help you achieve your long-term financial goals, but also be able to leave a legacy beyond finances.

I serve clients who have a wide range of goals. My clients come from referrals as well as times of transition in their life, such as retirement, inheritance or the sale of a business. We will work to accomplish your...

Work History

  • Edward JonesMarch 2017 to Current

Education

  • Methodist CollegeMasters
  • Methodist CollegeBachelor of Science

Personal Interests

  • Spending Time with Family
  • Golfing
  • Music
  • Pets
  • Health & Nutrition

Team Members

  • Donna Simpson
    Sr. Branch Office Administrator
    FPQP®
  • Jennifer York
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Phone

(336) 838-2928

Fax

(888) 828-8170

Office Address

1309 Collegiate Drive
Wilkesboro, NC 28697opens in a new window

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