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Sam Hodges, Crpc Email & Phone Number

Wealth Advisor at River Birch Wealth Management at River Birch Wealth Management
Location: Roanoke, Virginia, United States 4 work roles 2 schools
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Role
Wealth Advisor at River Birch Wealth Management
Location
Roanoke, Virginia, United States

Who is Sam Hodges, Crpc? Overview

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Quick answer

Sam Hodges, Crpc is listed as Wealth Advisor at River Birch Wealth Management at River Birch Wealth Management, based in Roanoke, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Sam Hodges, Crpc.

Sam Hodges, Crpc previously worked as Wealth Advisor at River Birch Wealth Management and Assistant Vice President, Financial Advisor at Suntrust Investment Services, Inc.. Sam Hodges, Crpc holds Bachelor Of Science (B.S.), Sport Management from Averett University.

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River Birch Wealth Management

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Profile bio

About Sam Hodges, Crpc

Sam has 13+ years of experience as a financial advisor where he has focused primarily on retirement planning for individuals and families. Sam works hard to develop a deep understanding of his clients’ needs and develops financial plans specific to each client.Sam is a graduate of Averett University and holds securities licenses 7, 6, 63, and 65 through LPL Financial. He also holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.Sam lettered 4 years on the Averett University Men’s Golf Team and was a golf professional for several years after college. He serves actively on several charitable golf tournament committees, including local tournaments supporting Fellowship of Christian Athletes and Carilion Children’s hospital.Sam, his wife, Ashley, and daughter, Elizabeth, make their home in Botetourt County. They enjoy vacationing, hiking, and camping in their spare time as well as attending local sporting events such as Roanoke Railyard Dogs hockey and Salem Red Sox baseball games. Sam is an avid cook and enjoys preparing meals for get-togethers with family and friends throughout the year.

Listed skills include Investments, Retirement Planning, Retirement Income Strategies, Financial Planning, and 6 others.

Current workplace

Sam Hodges, Crpc's current company

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River Birch Wealth Management
River Birch Wealth Management
Wealth Advisor at River Birch Wealth Management
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4 roles

Sam Hodges, Crpc work experience

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Wealth Advisor

Current

Sam comes to River Birch Wealth Management with 13+ years of experience as a financial advisor where he has focused primarily on retirement planning for individuals and families. Sam works hard to develop a deep understanding of his clients’ needs and develops financial plans specific to each client.Sam is a graduate of Averett University and holds securities licenses 7, 6, 63, and 65 through LPL Financial. He also holds a Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning.Sam lettered 4 years on the Averett University Men’s Golf Team and was a golf professional for several years after college. He serves actively on several charitable golf tournament committees, including local tournaments supporting Fellowship of Christian Athletes and Carilion Children’s hospital.Sam, his wife, Ashley, and daughter, Elizabeth, make their home in Botetourt County. They enjoy vacationing, hiking, and camping in their spare time as well as attending local sporting events such as Roanoke Railyard Dogs hockey and Salem Red Sox baseball games. Sam is an avid cook and enjoys preparing meals for get-togethers with family and friends throughout the year.Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with River Birch Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Apr 2021 - Present

Assistant Vice President, Financial Advisor

Us

SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs. • Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance. • Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals. • Determines which investment solutions best meet the client's needs. • Provides ongoing monitoring and advice.

Jul 2016 - Apr 2021

Financial Advisor

London, London, Gb

I help my clients identify and work towards their financial goals by offering sound planning and strategic investment recommendations. I offer solutions in each of the 7 Areas of Wealth Management:-Investment Management-Retirement Planning-Education Planning-Insurance and Risk Management-Liquidity and Credit Management-Business Succession Planning-Estate Planning

Jan 2013 - Jul 2016

Financial Advisor

Greystone Financial Group, An Office Of Metlife
Oct 2007 - Dec 2012
2 education records

Sam Hodges, Crpc education

Bachelor Of Science (B.S.), Sport Management

Averett University

Education record

Liberty High School
FAQ

Frequently asked questions about Sam Hodges, Crpc

Quick answers generated from the profile data available on this page.

What company does Sam Hodges, Crpc work for?

Sam Hodges, Crpc works for River Birch Wealth Management.

What is Sam Hodges, Crpc's role at River Birch Wealth Management?

Sam Hodges, Crpc is listed as Wealth Advisor at River Birch Wealth Management at River Birch Wealth Management.

Where is Sam Hodges, Crpc based?

Sam Hodges, Crpc is based in Roanoke, Virginia, United States while working with River Birch Wealth Management.

What companies has Sam Hodges, Crpc worked for?

Sam Hodges, Crpc has worked for River Birch Wealth Management, Suntrust Investment Services, Inc., Union Investment Services, Raymond James Financial Services, and Greystone Financial Group, An Office Of Metlife.

How can I contact Sam Hodges, Crpc?

You can use AeroLeads to view verified contact signals for Sam Hodges, Crpc at River Birch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Sam Hodges, Crpc attend?

Sam Hodges, Crpc holds Bachelor Of Science (B.S.), Sport Management from Averett University.

What skills is Sam Hodges, Crpc known for?

Sam Hodges, Crpc is listed with skills including Investments, Retirement Planning, Retirement Income Strategies, Financial Planning, Wealth Management, Retirement, Strategic Financial Planning, and Portfolio Management.

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