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Sam Sim Email & Phone Number
Financial Advisor
at
Merrill Lynch Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Rohnert Park, California, United States
Company size
Who is Sam Sim? Overview
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Quick answer
Sam Sim is listed as Financial Advisor at Merrill Lynch Wealth Management, a with 34842 employees, based in Rohnert Park, California, United States. AeroLeads shows a matched LinkedIn profile for Sam Sim.
Sam Sim previously worked as Financial Solutions Advisor at Merrill Lynch and Director Wealth Management at Polaris Wealth Advisory Group. Sam Sim holds Bachelor Of Arts - Ba, History from Sonoma State University.
Company email context
Email format at Merrill Lynch Wealth Management
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Merrill Lynch Wealth Management
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Profile bio
About Sam Sim
Sam Sim is a Financial Advisor at Merrill Lynch Wealth Management.
Current workplace
Sam Sim's current company
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Merrill Lynch Wealth Management
6 roles
Sam Sim work experience
A career timeline built from the work history available for this profile.
Financial Solutions Advisor
Director Wealth Management
Jan 2022 - Mar 2023
Premier Banker
May 2020 - Jan 2022
Financial Advisor
Jul 2018 - Apr 2020
Private Client Banker
Jul 2011 - Jun 2018
Team & coworkers
Colleagues at Merrill Lynch Wealth Management
Other employees you can reach at ml.com. View company contacts for 34842 employees →
ML
Matt Lyons
Colleague at Merrill Lynch Wealth ManagementSpringfield-Branson, Missouri Area, United States
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CS
Christopher Swick, Cpfa
Colleague at Merrill Lynch Wealth ManagementBoston, Massachusetts, United States
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CL
Christopher L. Hutson, Cfp®, Chfc®, Clu®
Colleague at Merrill Lynch Wealth ManagementCape Girardeau, Missouri, United States
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CC
Christy Coker
Colleague at Merrill Lynch Wealth ManagementTulsa, Oklahoma, United States
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CC
Chase Clark
Colleague at Merrill Lynch Wealth ManagementDetroit Metropolitan Area, United States
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FM
Frankie Martinez
Colleague at Merrill Lynch Wealth ManagementUnited States
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LS
Lisa Spurlin
Colleague at Merrill Lynch Wealth ManagementUnited States
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PS
Priyanshu Singh
Colleague at Merrill Lynch Wealth ManagementLondon, England, United Kingdom
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MD
Mary Delorenzo
Colleague at Merrill Lynch Wealth ManagementNew York City Metropolitan Area, United States
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KC
Keely Clemons, Crpc™
Colleague at Merrill Lynch Wealth ManagementWayzata, Minnesota, United States
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Matt Lyons
Colleague at Merrill Lynch Wealth ManagementSpringfield-Branson, Missouri Area, United States
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CS
Christopher Swick, Cpfa
Colleague at Merrill Lynch Wealth ManagementBoston, Massachusetts, United States
View →
CL
Christopher L. Hutson, Cfp®, Chfc®, Clu®
Colleague at Merrill Lynch Wealth ManagementCape Girardeau, Missouri, United States
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CC
Christy Coker
Colleague at Merrill Lynch Wealth ManagementTulsa, Oklahoma, United States
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CC
Chase Clark
Colleague at Merrill Lynch Wealth ManagementDetroit Metropolitan Area, United States
View →
FM
Frankie Martinez
Colleague at Merrill Lynch Wealth ManagementUnited States
View →
LS
Lisa Spurlin
Colleague at Merrill Lynch Wealth ManagementUnited States
View →
PS
Priyanshu Singh
Colleague at Merrill Lynch Wealth ManagementLondon, England, United Kingdom
View →
MD
Mary Delorenzo
Colleague at Merrill Lynch Wealth ManagementNew York City Metropolitan Area, United States
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KC
Keely Clemons, Crpc™
Colleague at Merrill Lynch Wealth ManagementWayzata, Minnesota, United States
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1 education record
Sam Sim education
FAQ
Frequently asked questions about Sam Sim
Quick answers generated from the profile data available on this page.
What company does Sam Sim work for?
Sam Sim works for Merrill Lynch Wealth Management.
What is Sam Sim's role at Merrill Lynch Wealth Management?
Sam Sim is listed as Financial Advisor at Merrill Lynch Wealth Management.
Where is Sam Sim based?
Sam Sim is based in Rohnert Park, California, United States while working with Merrill Lynch Wealth Management.
What companies has Sam Sim worked for?
Sam Sim has worked for Merrill Lynch Wealth Management, Merrill Lynch, Polaris Wealth Advisory Group, Wells Fargo, and Jpmorgan Chase & Co..
Who are Sam Sim's colleagues at Merrill Lynch Wealth Management?
Sam Sim's colleagues at Merrill Lynch Wealth Management include Matt Lyons, Christopher Swick, Cpfa, Christopher L. Hutson, Cfp®, Chfc®, Clu®, Christy Coker, and Chase Clark.
How can I contact Sam Sim?
You can use AeroLeads to view verified contact signals for Sam Sim at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Sam Sim attend?
Sam Sim holds Bachelor Of Arts - Ba, History from Sonoma State University.
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