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portrait of Sam Bickel
FINANCIAL ADVISOR

Sam Bickel

CFP®, CRPC™
Six 157 Center Ste B, Edwardsville, IL 62025opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Sam

As a financial advisor, my passion is helping families achieve their biggest dreams, whether that's early retirement, frequent travel, charitable giving or leaving a legacy for the next generation, to name a few. My process is centered around understanding what's most important to you and creating a strategy built around achieving your targeted goals.

When it comes to wealth management, I focus on five core components:

1. Portfolio management to maximize risk-adjusted returns
2. Tax Efficiency to maximize your dollars
3. Estate considerations to maximize your legacy through generational wealth transfers
4. Protection Planning to safeguard your assets from potential...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Charitable Giving

Work History

  • Edward JonesNovember 2020 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Southern IL Univ EdwardsvilleBachelor of Science

Personal Interests

  • Running
  • Spending Time with Family
  • Wine Collecting/Enthusiast
  • Pickleball
  • Personal Fitness

Team Members

  • Brenda Martin
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(618) 656-3622

Fax

(877) 566-3771

Office Address

Six 157 Center Ste B
Edwardsville, IL 62025opens in a new window

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