Sam Eppy, Chfc® Cpfa® Email and Phone Number
Sam Eppy, Chfc® Cpfa® work email
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Sam Eppy, Chfc® Cpfa® personal email
I have always been fascinated with numbers and finance. I also enjoy working with my clients other advisors- Lawyers, Accountants, Financial Advisors to coordinate the best plans/results for our clients. I find together we are able to do much more for our clients.I believe in comprehensive planning. I know that when I take in all of the pertinent facts from a client they are able to make a knowledgeable decision regarding their finances. With over a decade of experience in this business I have helped hundreds of clients meet their financial needs.Services:- Financial Planning (Comprehensive or Strategic/Focused)- Life, Disability Income and Long Term Care Insurance- Wealth Management and Investment Advisor Representative- Corporate Benefits (Group and Discriminatory)- Estate ConservationTo book a complimentary consultation please do so using www.calendly.com/sameppy/30min Or reach out via phone or emailOffice 954-271-7888Email s.eppy@eppygroup.comI have always been a big believer in giving back to the community (time and resources). I am currently on the Board of Directors of the Jewish Federation of Broward County serving on the executive board. I am also a board member of Jewish Family Home Care. I moved to Florida from Ohio in 1993 with my brother and my parents. I now live in Boca Raton with my wife Kelly, my two boys Benjamin and Nathan and our cat Claire. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 1221 Brickell Ave 3rd Floor, Miami, FL 33131 Phone: 786-491-7700. The Eppy Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies I am licensed to sell insurance in: FL, NY, OH, PA, SC, TX, WA, CO, DC, MD, NC and CA (CA Insurance License #0H74493 State of Domicile FL)I am licensed to sell securities in FL, NY, NC, CO, IL, OH and SC (State of Domicile FL)
Levanti Wealth
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Managing PartnerLevanti Wealth Jul 2022 - PresentFort Lauderdale, Florida, Us
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Financial Advisor, Registered RepresentativeLevanti Wealth Jan 2010 - PresentFort Lauderdale, Florida, UsI focus much of my time on my own clients. I have been able to help many of my clients achieve their goals and in doing so have created a large client base of Attorneys, Medical Professionals, IT Executives and privately held business owners.
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Sales ManagerLevanti Wealth Mar 2016 - PresentFort Lauderdale, Florida, UsWhen I am not focused on my own clients, I help manage the rapidly growing business. , I wear many hats including managing the new advisors on the team, developing new strategic partnerships, and working on the teams operational systems.
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Operations ManagerLevanti Wealth May 2009 - Jan 2010Fort Lauderdale, Florida, UsWhen I joined the team directly out of college, I started from the bottom up trying to bring a fresh set of eyes to the business. I learned insurance case management from scratch. Spending many late night's analyzing the business to work efficiencies for the practice. Many of the strategic changes I created are still used daily by The Eppy Group team.- Processing (Insurance)-Delegate administrative responsibilities-Maintain Client Relationship Management System-Create and maintain efficiency systems
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Head Of Financial PlanningCoastal Wealth, A Massmutual Firm Jul 2022 - PresentFort Lauderdale, Fl, Us -
Managing DirectorMassmutual Miami Jan 2022 - Apr 2022Miami, Fl, UsI have built a multi-faceted Financial Planning, Insurance, Wealth Management, and Corporate Retirement Plan practice and decided that it was time to help others looking for a career in finance. I am proud to support a team of financial services representatives and advisors on their journey to help others and build a successful business in finance. -
Investment SpecialistMassmutual Miami Sep 2021 - Apr 2022Miami, Fl, UsI support all the registered representatives and investment advisors currently affiliated with MassMutual Miami
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Financial AdvisorMassmutual Miami May 2009 - Apr 2022Miami, Fl, UsI have been associated with MassMutual and MassMutual Investor Services LLC as my career agency and broker/dealer since I started in the business.
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FounderSoarin Scooters Jan 2007 - Mar 2008Sam co-founded a scooter and motorcycle dealership in Orlando during his senior year of college. He claims that this is one of the greatest lessons life has ever brought him. Building this business from scratch was just the challenge Sam needed to wrap his head around business operations. His entrepreneurial spirit has been one of Sam's greatest strengths in business. If it were not for this attempt in business Sam would not be the visionary he is today!
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FounderSoarin Scooters Jan 2007 - Mar 2008
Sam Eppy, Chfc® Cpfa® Skills
Sam Eppy, Chfc® Cpfa® Education Details
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University Of Central FloridaAccounting
Frequently Asked Questions about Sam Eppy, Chfc® Cpfa®
What company does Sam Eppy, Chfc® Cpfa® work for?
Sam Eppy, Chfc® Cpfa® works for Levanti Wealth
What is Sam Eppy, Chfc® Cpfa®'s role at the current company?
Sam Eppy, Chfc® Cpfa®'s current role is Managing Partner I Financial Planner | Insurance | Wealth Management specializing in Lawyers, Law Firms and Business OwnersForbes Top Financial Security Professional.
What is Sam Eppy, Chfc® Cpfa®'s email address?
Sam Eppy, Chfc® Cpfa®'s email address is se****@****lth.com
What schools did Sam Eppy, Chfc® Cpfa® attend?
Sam Eppy, Chfc® Cpfa® attended University Of Central Florida.
What are some of Sam Eppy, Chfc® Cpfa®'s interests?
Sam Eppy, Chfc® Cpfa® has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Education, Poverty Alleviation, Animal Welfare, Health.
What skills is Sam Eppy, Chfc® Cpfa® known for?
Sam Eppy, Chfc® Cpfa® has skills like Insurance, Leadership, Finance, Fixed Annuities, Strategic Financial Planning, Strategy, Disability Insurance, Long Term Care, Life Insurance, Financial Services, Financial Advisory, Financial Planning.
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