Time... It’s one of our most valued assets; that’s one of the many things I’ve learned during my athletic and professional career. Often we spend countless hours building our careers, growing our families and living for the moment. Before you know it, kids are in college and life is rolling along with retirement upon you. How much time have you spent planning for this moment? Retirement.
Preparing for your financial future can be overwhelming. Our goal is to take the weight and burden of investing and preparing for retirement off the shoulders of our clients. By working together, we can learn what’s most important to you. We tailor strategies that are specific to your situation. We partner with clients throughout life to help navigate changing financial needs. Utilizing technology and the resources of Edward Jones, we are able to meet both in person and virtually. This allows me to serve my clients nationally or locally in Orlando. Whether you choose to meet at my office or virtually from the comfort of your home, I have the ability to help you meet your financial goals through every season of life.
I was born and raised in Pittsburgh, PA. I received my Bachelor of Science from Virginia Tech, where I met my wife, Lindsey. Both she and I played Division I sports during our time there. She played volleyball and I played baseball for the Hokies. Lindsey is also a lifelong resident of Orlando. My branch office is located in Orlando. I hold my life, accident and health insurance license, as well as FINRA Series 7 and Series 66 registrations.
I am an active member of the East Orlando Chamber of Commerce and a Business Network International President. I am also a program partner at Crunch Gym's Orlando locations. Outside the office, I can be found working out at the fitness club or spending time golfing and fishing. Health and wellness have always been a passion of mine as well.
If you have any questions or simply want to learn more about investing, then let’s talk!
- Wealth Strategies
- Business Retirement Plans
- Portfolio Reviews
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
My Personal Interests
- Personal Fitness
Phone NumberSam Fragale at (407) 401-8783
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