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 financial goals through first understanding what is most important to you and your family. I have an established process for developing personalized financial strategies and will partner together throughout life to ensure you stay on track.

My senior branch office administrator, Donna Simpson, has over 15 years of experience at Edward Jones. From the moment you walk into our office or call us on the phone, Donna and I are focused on you.

Outside of the office, I enjoy spending time with my family and service toward others. As a father of two children, my wife and I love visiting local parks, playing golf or being walked by our Golden Retriever. As a member of Soma Church, board member to the Wilkes County Chamber of Commerce and member of the N Wilkesboro Lions Club, finding areas to serve brings purpose to my life.

Looking forward to speaking with you!

Sam

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Music
  • Pets

Office Information

Office Address

1307-A Collegiate Drive Wilkesboro, NC 28697

Office 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 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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