Vice President - Investments
Current
Jan 2020 - Present
AeroLeads people directory · profile
Richard Sample Email & Phone Number
Vice President - Investments, Financial Advisor at Wells Fargo Advisors
at
Wells Fargo Advisors
2 work emails found
@wellsfargoadvisors.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Vice President - Investments, Financial Advisor at Wells Fargo Advisors
Location
Boise Metropolitan Area, United States, United States
Company size
Who is Richard Sample? Overview
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Quick answer
Richard Sample is listed as Vice President - Investments, Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors, a company with 15127 employees, based in Boise Metropolitan Area, United States, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Richard Sample.
Richard Sample previously worked as Vice President - Investments at Wells Fargo Advisors and Guest Lecturer at Mission Community Services/Women'S Business Center. Richard Sample holds Bs, Economics from California Polytechnic State University-San Luis Obispo.
Company email context
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{first}.{last}@wellsfargoadvisors.com
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Profile bio
About Richard Sample
As a Financial Advisor here in Boise, ID and the Treasure Valley, I have extensive experience working with High Net Worth and Ultra High Net Worth executives and their companies' corporate retirement 401k plans. My process at Wells Fargo Advisors is comprehensive investment planning, centered on a holistic approach to help structure retirement, philanthropic and estate planning strategies. Having also been a CEO of a couple of startups, I understand the key sensitivities in helping companies and their senior key executives deal with succession planning, wealth creation and preservation. This gave experience enabling me help many to achieve their financial goals and dreams. Upon graduation from Cal Poly (Econ), I began a twenty plus year run in the financial services industry in Southern California. Over this time I demonstrated leadership ability both with individuals directly as well as in significant managerial roles, which were showcased within some of the largest financial services firms in the industry, including E F Hutton & Company, Painewebber, Inc., and Van Kasper & Company. I also have over a decade of experience as an entrepreneur, which is skill set distinctive to most in the Financial Advisor industry.My wife Julie and I live in Star, ID. When not working, I am an accomplished chef, avid golfer and fisherman, and am deeply devoted to my Christian faith. I have volunteered both at the Cal Poly Hothouse and Small Business Development Center (SBDC) and was also previously the President of the Board of Directors of the prestigious Festival Mozaic. Julie and I are the parents of two daughters and have four grandchildren as well.This information is intended for use by residents of CA, CO, HI, ID, OR, TX, and WA only.CA Insurance Producer License # 0798910. Resident State: Idaho/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Current workplace
Richard Sample's current company
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Wells Fargo Advisors
12 roles · 44 years
Richard Sample work experience
A career timeline built from the work history available for this profile.
Guest Lecturer
Mission Community Services/Women'S Business Center
Occasional Guest Lecturer for their popular "Start, Run Grow Your Business" course. The goal of this course is to make sure that the students have the knowledge and resources to be successful in starting or expanding their business.
Sep 2015 - Jan 2020
Volunteer Lead Consultant
Cal Poly Small Business Development Center
One of a network of regional small business development centers, the Cal Poly Small Business Development Center (SBDC) for Innovation promotes the development of technology-focused ventures. By providing high quality business assistance to start-ups and established companies, the Cal Poly SBDC for Innovation helps entrepreneurs launch companies, create and.
Jun 2013 - Jan 2020
Financial Advisor
Morgan Stanley
As a premier full-service financial services firm, Morgan Stanley is well-known for its sound business principles and long-standing tradition of helping clients build, manage and preserve financial assets through comprehensive investment planning and credit management tailored to individual needs. In addition to an award-winning research team and.
May 2013 - Jan 2020
Ceo
Eco Logical Skin Care
Start up natural sunscreen products company, focused on the Action Sports and Natural Products Industries.
2011 - Apr 2013
Ceo
Skin Elements Usa, Llc
Start up natural sunscreen products compan, focused on the Action Sports and Natural Products Industriesy.
Sep 2006 - Jan 2011
Ceo
Capital Strategy Group Llc
Full service strategic advisory, focusing on go to market strategy, capital formation strategy, strategic investor and funding strategy, sales strategy and exit strategy.
Jun 2005 - Jan 2008
Managing Director
Trenwith Securities, Llc
High level business development and deal sourcing. Sales, marketing, executive leadership advisory.
2003 - 2004
~1 yr
Managing Director
Corporate Executive Services including advisory, strategy, capital and investment banking business development.
2001 - 2003
~2 yrs
Senior Vice President
Van Kasper & Company
Regional Director - oversaw the sight selection, recruitment and staffing of Van Kasper's regional office in Orange County, CA. High level business development, strategic advisory, executive leadership.
1996 - 2001
~5 yrs
Divisional Sales Director
Was responsible for all Private Placement sales in 11 Western States (over 70 offices). Drove the regions to the top of the firm in just 5 months. Coordinated and oversaw over 50 independent investment product vendors as well as 70 in branch product coordinators. Developed and ran advanced sales training meetings, incentive reward events. Regional sales.
1991 - 1994
~3 yrs
Regional Sales Director
Ef Hutton
Started as a retail account executive and then rapidly advanced to branch office coordinator, Assistant Regional Director (Insurance and Direct Investments) and Regional Sales Director (becoming one of the youngest in the Firm's history). Coordinated sales processes between many outside investment product vendors and in office sales personnel.
1982 - 1991
~9 yrs
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
CG
Charles Grummon
Colleague at Wells Fargo Advisors
Nashville Metropolitan Area, United States
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MF
Michael F. Connelly
Colleague at Wells Fargo Advisors
Greater Philadelphia, United States
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LT
Lea Taguinod
Colleague at Wells Fargo Advisors
Taguig, National Capital Region, Philippines, Philippines
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CK
Christopher Kozo
Colleague at Wells Fargo Advisors
San Diego County, California, United States, United States
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R"
Randall "Randy" Cathcart
Colleague at Wells Fargo Advisors
Greater St. Louis, United States
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PE
Philip Edwin Huffman
Colleague at Wells Fargo Advisors
Greater Biloxi Area, United States
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GL
Griffon Lestage
Colleague at Wells Fargo Advisors
Lake Charles, Louisiana, United States, United States
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LM
Linda M. (Ei, Mba)
Colleague at Wells Fargo Advisors
Palm Beach Gardens, Florida, United States, United States
View →
SB
Sarah Bartnikowski, Aams®
Colleague at Wells Fargo Advisors
Greater Saginaw-Midland-Bay City Area, United States
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KK
Keith Keith Keply
Colleague at Wells Fargo Advisors
Charlotte, North Carolina, United States, United States
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Charles Grummon
Colleague at Wells Fargo Advisors
Nashville Metropolitan Area, United States
View →
MF
Michael F. Connelly
Colleague at Wells Fargo Advisors
Greater Philadelphia, United States
View →
LT
Lea Taguinod
Colleague at Wells Fargo Advisors
Taguig, National Capital Region, Philippines, Philippines
View →
CK
Christopher Kozo
Colleague at Wells Fargo Advisors
San Diego County, California, United States, United States
View →
R"
Randall "Randy" Cathcart
Colleague at Wells Fargo Advisors
Greater St. Louis, United States
View →
PE
Philip Edwin Huffman
Colleague at Wells Fargo Advisors
Greater Biloxi Area, United States
View →
GL
Griffon Lestage
Colleague at Wells Fargo Advisors
Lake Charles, Louisiana, United States, United States
View →
LM
Linda M. (Ei, Mba)
Colleague at Wells Fargo Advisors
Palm Beach Gardens, Florida, United States, United States
View →
SB
Sarah Bartnikowski, Aams®
Colleague at Wells Fargo Advisors
Greater Saginaw-Midland-Bay City Area, United States
View →
KK
Keith Keith Keply
Colleague at Wells Fargo Advisors
Charlotte, North Carolina, United States, United States
View →
2 education records
Richard Sample education
Bs, Economics
California Polytechnic State University-San Luis Obispo
Economics
Ucla
FAQ
Frequently asked questions about Richard Sample
Quick answers generated from the profile data available on this page.
What company does Richard Sample work for?
Richard Sample works for Wells Fargo Advisors.
What is Richard Sample's role at Wells Fargo Advisors?
Richard Sample is listed as Vice President - Investments, Financial Advisor at Wells Fargo Advisors at Wells Fargo Advisors.
What is Richard Sample's email address?
AeroLeads has found 2 work email signals at @wellsfargoadvisors.com for Richard Sample at Wells Fargo Advisors.
Where is Richard Sample based?
Richard Sample is based in Boise Metropolitan Area, United States, United States while working with Wells Fargo Advisors.
What companies has Richard Sample worked for?
Richard Sample has worked for Wells Fargo Advisors, Mission Community Services/Women'S Business Center, Cal Poly Small Business Development Center, Morgan Stanley, and Eco Logical Skin Care.
Who are Richard Sample's colleagues at Wells Fargo Advisors?
Richard Sample's colleagues at Wells Fargo Advisors include Charles Grummon, Michael F. Connelly, Lea Taguinod, Christopher Kozo, and Randall "Randy" Cathcart.
How can I contact Richard Sample?
You can use AeroLeads to view verified contact signals for Richard Sample at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Richard Sample attend?
Richard Sample holds Bs, Economics from California Polytechnic State University-San Luis Obispo.
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