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 18 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, 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
Phone Number
Sam Morrison at (336) 838-2928- Donna Simpson
- Sr. Branch Office Administrator
Branch Team
Weekday | Availability |
---|---|
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 |
Office Hours
Weekday | Availability |
---|---|
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 |
Connect on Social
- Donna Simpson
- Sr. Branch Office Administrator
Branch Team
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