Sam Nasser, Cima® Email & Phone Number

In December 2023, Sam decided to pursue his lifelong passion: educating and guiding clients how to navigate their financial lives. Sam stepped down from the Investment Program Manager at Suncoast Credit Union, and assumed the role of a Financial Advisor. In October 2021, Sam joined Suncoast Credit Union as the Investment Program Manager. Sam was responsible for the development, productivity, supervision, and performance of the Investment Services business line at Suncoast Investment Services (SIS). His direct reports include retail branch advisor and a wealth advisor team. Prior to Suncoast Credit Union, Sam Spent about two years at Ameriprise Financial, LLC. Sam joined Ameriprise Financial Services in January 2020, as a Regional Director for the Western half of the U.S. His primary responsibility is to manage, develop, and cultivate relationships of Financial Institutions Partners of Ameriprise. Prior to Ameriprise, Sam spent 16 years at Raymond James Financial. Sam joined Raymond James in 2003. In 2007, Mr. Nasser became Vice President overseeing the Northwest region for Asset Management Services. He was responsible for the distribution of fee-based investment solutions and professionally managed investment strategies. In 2012, Sam Nasser became a Vice President and Division Director at the Raymond James Financial Institutions Division. He was a member of the leadership team of a business unit responsible for developing goals and initiatives to achieve the Raymond James' strategic vision. He acted as a business development consultant; source, established and developed new Financial Institutions (Banks and Credit Unions) and Financial Advisors affiliations within the division. Sam Provided leadership for various work teams. He provided practice management direction and coaching to Financial Institutions and Financial Advisors. Representatives are registered, securities sold, advisory services offered through LPL Financial , member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. LPL Financial is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. Some items and links provided on this page may be from third parties not affiliated with this advisor or LPL Financial. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of LPL or its advisors.

Listed skills include Mutual Funds, Series 7, Investments, Asset Management, and 24 others.