Sam Crossley, Chfc

Sam Crossley, Chfc Email and Phone Number

Senior Financial Advisor at Wells Fargo Advisors @ Wells Fargo Advisors
Bluffton, SC, US
Sam Crossley, Chfc's Location
Bluffton, South Carolina, United States, United States
Sam Crossley, Chfc's Contact Details

Sam Crossley, Chfc personal email

n/a

Sam Crossley, Chfc phone numbers

About Sam Crossley, Chfc

Your financial future - I can help you envision it, plan it, and prepare for it.BACKGROUND:Sam has been in the insurance and financial services industry since 2001. Sam focuses on offering financial strategies to those who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. Sam also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle.EDUCATION & CREDENTIALS:Sam earned his BBA in Economics from Mercer University’s Stetson School of Business. He has his FINRA Series 6, 7, 63 & 65 securities registrations as well as his Life, Health, & Variable Annuity Licenses. Sam holds the Chartered Financial Consultant designation. Sam is a member of NAIFA - National Association of Insurance and Financial Advisors & was the past president of the Savannah Chapter. INTERESTS:Sam and his wife served as a volunteer couple for the Diocesan Pre-Marriage Workshop where they discussed financial issues with new, to be married couples. Sam has served as a resource person for the Parish and Diocesan Planned Giving Programs. He has volunteered in the classrooms with Junior Achievement. Sam has been the past president for the Savannah Estate Planning Council, the Greater Savannah Coalition on Aging, the Healthcare Networking Group of the Low Country, and the Small Business Chamber in Savannah. Sam is a past Chairperson of the Savannah, GA – Alzheimer’s Association Memory Walk Fund Raiser. 1632181-052021Sam Crossley, ChFC is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed. This information is intended for use by residents of AL, CO, FL, GA, MA, MD, NC, OH, SC, TX, and VA 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

Sam Crossley, Chfc's Current Company Details
Wells Fargo Advisors

Wells Fargo Advisors

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Senior Financial Advisor at Wells Fargo Advisors
Bluffton, SC, US
Employees:
14520
Sam Crossley, Chfc Work Experience Details
  • Wells Fargo Advisors
    Wells Fargo Advisors
    Bluffton, Sc, Us
  • Wells Fargo Advisors
    Senior Financial Advisor
    Wells Fargo Advisors Nov 2023 - Present
    St. Louis, Missouri, Us
  • Principal Financial Group
    Financial Advisor
    Principal Financial Group May 2021 - Nov 2023
    Des Moines, Iowa, Us
  • Aig
    Regional Life Specialist
    Aig May 2018 - Feb 2021
    New York, Ny, Us
  • Queensborough National Bank And Trust Co.
    Vp, Wealth Planner
    Queensborough National Bank And Trust Co. Jan 2016 - Apr 2018
    Louisville, Georgia, Us
  • Massmutual Financial Group
    Financial Planner
    Massmutual Financial Group Jun 2001 - Jan 2016
    Springfield, Massachusetts, Us
  • Gretsch Company
    Sales & Service
    Gretsch Company Sep 1997 - Mar 2001
    Pooler, Ga, Us
  • Fye - For Your Entertainment
    Manager
    Fye - For Your Entertainment 1991 - 1997
    Albany, New York, Us
  • Starship Music
    Manager
    Starship Music 1990 - 1991

Sam Crossley, Chfc Skills

Strategic Financial Planning Retirement Insurance Finance Retirement Planning Estate Planning Employee Benefits Financial Analysis Disability Insurance Investments Sales Strategic Planning Fixed Annuities Budgets Financial Services Marketing Leadership Customer Service Management Health Insurance Negotiation Portfolio Management Small Business Asset Management Life Insurance Succession Planning Wealth Management Business Development Risk Management Long Term Care Public Speaking Event Planning Networking Process Improvement Account Management Microsoft Office Financial Planning Banking Wealth Accumulation Budgeting

Sam Crossley, Chfc Education Details

  • Mercer University Stetson-Hatcher School Of Business
    Mercer University Stetson-Hatcher School Of Business
    Economics

Frequently Asked Questions about Sam Crossley, Chfc

What company does Sam Crossley, Chfc work for?

Sam Crossley, Chfc works for Wells Fargo Advisors

What is Sam Crossley, Chfc's role at the current company?

Sam Crossley, Chfc's current role is Senior Financial Advisor at Wells Fargo Advisors.

What is Sam Crossley, Chfc's email address?

Sam Crossley, Chfc's email address is sc****@****vcs.com

What is Sam Crossley, Chfc's direct phone number?

Sam Crossley, Chfc's direct phone number is (912)-356*****

What schools did Sam Crossley, Chfc attend?

Sam Crossley, Chfc attended Mercer University Stetson-Hatcher School Of Business.

What skills is Sam Crossley, Chfc known for?

Sam Crossley, Chfc has skills like Strategic Financial Planning, Retirement, Insurance, Finance, Retirement Planning, Estate Planning, Employee Benefits, Financial Analysis, Disability Insurance, Investments, Sales, Strategic Planning.

Who are Sam Crossley, Chfc's colleagues?

Sam Crossley, Chfc's colleagues are Randy Green, Sarah Bartnikowski, Aams®, Ingrida Dastikaite, David Minnella, Roger Doty, Sudhanshu Tripathi, Mina Borre.

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