Sam Mingear, Financial Advisor

FINANCIAL ADVISOR
Sam Mingear

CRPC™, AWMA™
4125 9th St SW Suite 103, Vero Beach, FL 32968opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

About Sam

SERVICE - INTEGRITY - PREPAREDNESS

Our purpose is to learn what is most important to you and make those priorities the driving force behind your financial strategy. We will partner with serious investors and demonstrate personal integrity and provide exceptional service.

Our team is passionate about our work. I have been in the industry for over seven years. We consult with multi-generational families and small business owners who are facing critical life events. I work with them to help them live their financial lives on their own terms by converting technical knowledge into practical, actionable investment strategies.

I have earned the Chartered...

Work History

  • Edward JonesMarch 2024 to Current
  • Bank of America /Merrill LynchMay 2017 to March 2024

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™
  • AWMA™

    Accredited Wealth Management Advisor™

Education

  • Univ of Central FloridaBachelor of Business Admin

Send Me a Message

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