Financial Advisor, Member Owner
CurrentBridgeworth joined forces with Savant Wealth Management on November 30, 2023.
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@bridgeworthllc.com
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2 phones found area 205
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LinkedIn matched
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Sam Fitch, Cfp® is listed as Financial Advisor, Member Owner at Bridgeworth + Savant at Savant Wealth Management, a company with 160 employees, based in Birmingham, Alabama, United States. AeroLeads shows a work email signal at bridgeworthllc.com, phone signal with area code 205, and a matched LinkedIn profile for Sam Fitch, Cfp®.
Sam Fitch, Cfp® previously worked as Financial Advisor, Member Owner at Savant Wealth Management and Partner at Bridgeworth Wealth Management. Sam Fitch, Cfp® holds B.S., Finance from Samford University.
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AeroLeads found 1 current-domain work email signal for Sam Fitch, Cfp®. Compare company email patterns before reaching out.
Sam has been advising clients in the areas of comprehensive financial planning, wealth management, and investment management for over 30 years. He focuses primarily on serving clients nearing or in retirement, helping them with income distribution, tax planning, pension and social security decisions. Sam also assists a number of widows helping them maintain their standard of living and financial independence. Sam is a Partner of the firm and serves on the Firm’s Investment Committee.
Listed skills include Investment Advisor, Investment Management, Financial Planning, Estate Planning, and 6 others.
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Birmingham, Alabama, United States
Bridgeworth joined forces with Savant Wealth Management on November 30, 2023.
Birmingham, Alabama
From our founding in 2008, financial planning has been the cornerstone of Bridgeworth Wealth Management as we help individuals and families define and achieve their financial goals. We are a dynamic, experienced team of professionals passionate about helping our clients live with confidence and clarity. Our unique culture of collaboration and innovation.
I had an internship with First Financial during my Senior year at Samford then joined them full time upon graduation. While at FFG, I both worked with my own clients and was a member of the planning department where I constructed financial plans for other associates. The opportunity to experience both the analytical and personal sides of financial planning.
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
Katlyn Mason
Colleague at Savant Wealth ManagementHuntsville, Alabama, United States, United States
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Abby O'Rourke
Colleague at Savant Wealth ManagementGreater Rockford Area, United States
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NP
Nicole Prouty
Colleague at Savant Wealth ManagementGreater Chicago Area, United States
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JP
Jayne Phillips
Colleague at Savant Wealth ManagementMadison, Wisconsin, United States, United States
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Monica Stoudemire, Jd
Colleague at Savant Wealth ManagementBirmingham, Alabama, United States, United States
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AK
Amanda Katzman
Colleague at Savant Wealth ManagementWhitesboro, Texas, United States, United States
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JK
Joleigh Kavanagh
Colleague at Savant Wealth ManagementEvanston, Illinois, United States, United States
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Stephen Cummings Chfc®,
Colleague at Savant Wealth ManagementGreater Chicago Area, United States
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MJ
Matilda Jones
Colleague at Savant Wealth ManagementHarrington, Delaware, United States, United States
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MD
Marcello Desjardins
Colleague at Savant Wealth ManagementLawrence, Kansas, United States, United States
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Quick answers generated from the profile data available on this page.
Sam Fitch, Cfp® works for Savant Wealth Management.
Sam Fitch, Cfp® is listed as Financial Advisor, Member Owner at Bridgeworth + Savant at Savant Wealth Management.
AeroLeads has found 1 work email signal at @bridgeworthllc.com for Sam Fitch, Cfp® at Savant Wealth Management.
AeroLeads has found 2 phone signal(s) with area code 205 for Sam Fitch, Cfp® at Savant Wealth Management.
Sam Fitch, Cfp® is based in Birmingham, Alabama, United States while working with Savant Wealth Management.
Sam Fitch, Cfp® has worked for Savant Wealth Management, Bridgeworth Wealth Management, Warren Averett Asset Management, and First Financial Group.
Sam Fitch, Cfp®'s colleagues at Savant Wealth Management include Katlyn Mason, Abby O'Rourke, Nicole Prouty, Jayne Phillips, and Monica Stoudemire, Jd.
You can use AeroLeads to view verified contact signals for Sam Fitch, Cfp® at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
Sam Fitch, Cfp® holds B.S., Finance from Samford University.
Sam Fitch, Cfp® is listed with skills including Investment Advisor, Investment Management, Financial Planning, Estate Planning, Personal Risk Management, Certified Financial Planner, Retirement Planning, and Wealth Management.
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