Sam Schaefer Email & Phone Number

I have spent the past decade working various positions within the wealth management and fixed income markets. Upon graduating college, I was recruited by one of my college professors to join Global Value Investment Corp., a small family office in Milwaukee, Wisconsin. After rising to Vice President while working for Global Value Investment Corp. I was lucky enough to get the chance to revamp the research department by opening a satellite office in Hyderabad, India. In 2018, my wife and I made the tough decision to leave Milwaukee in search of warmer winters… Ultimately, we settled down in Charlotte, North Carolina and haven’t looked back since. In Charlotte, I joined the fixed income operations team with Wells Fargo before joining the fixed income generalist sale team. In 2022, it became obvious that my passion lies with helping individuals, families, and businesses develop and implement strategies that are designed to build wealth and realize personal goals. In July, 2022, I joined Pfeffer Wealth Management Group of Wells Fargo Advisors. Pfeffer Wealth Management Group’s mission is to provide objective and timely financial advice and guidance with the highest level of professional service. I currently reside in Charlotte, North Carolina with my wife, Abby (Sales & Marketing Coordinator for Schleich USA). When not working, we enjoy spending time outdoors hiking with our two dogs, working on our beehives, or enjoying a relaxing evening on the water with friends and family. This information is intended for use by residents of AZ, CO, DE, FL, IL, IN, MI, NC, NJ, NV, NY, PA, SC, TN, TX, WA, and WI only./*********/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

Listed skills include Investments, Microsoft Office, Customer Service, Microsoft Excel, and 7 others.