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Samuel Bohmiller, Wmcp®, Ricp® is listed as Financial Advisor at Profectus Financial Partners, based in Greater Boston, United States, United States. AeroLeads shows a work email signal at byrnefinancialfreedom.com and a matched LinkedIn profile for Samuel Bohmiller, Wmcp®, Ricp®.
Samuel Bohmiller, Wmcp®, Ricp® previously worked as Financial Advisor at The Bulfinch Group and Strategic Communications at Babson College. Samuel Bohmiller, Wmcp®, Ricp® holds Bachelor Of Science (B.S.), Business Administration And Management, General from Babson College.
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I've spent most of my 29 years playing basketball and being part of a team. My role on the court has always been to lead, facilitate, and put teammates in positions where they could be successful. In my current role with PFP, I'm grateful to have the opportunity to partner with clients and provide ongoing support & guidance in pursuit of their definition of financial success.I jumped into the financial planning world right out of Babson in 2017 and have developed specialized knowledge in working with medical professionals and millennials. Having purchased a home in 2021, getting married in 2023, and slowly but surely paying off student debt, it's exciting to help clients prepare for and navigate similar life events and milestones. The opportunity to work with these individuals and families is incredibly rewarding and something I don't take for granted. My wife, Marissa, and I currently live in Mansfield, MA with our dog, Ziggy. When we're not working, you can usually find us watching Jeopardy, training for a half marathon, trying new restaurants/breweries, or checking off the next destination on our bucket list - currently planning Italy honeymoon in May 2024!/COMPLIANCE:2024-2063/
Listed skills include Public Speaking, Social Media, Finance, Research, and 12 others.
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Whitinsville, MA, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PROFECTUS FINANCIAL PARTNERS LLC is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch.
Needham, MA, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or.
New York, NY, US
- Supported the business practice of a veteran financial advisor by preparing analysis for client meetings and leading the operations and marketing functions of his business- Competed against and defeated other interns in a case study challenge where we were asked to analyze a client situation and present recommendations - Attended weekly training sessions.
- Organized, fundraised, and managed the inaugural MIAA Endowment Fund golf tournament, raising over $20,000 to create and preserve opportunities for student athletes statewide as well as to maintain quality and information programs and services to member schools under the umbrella of the five educational based athletic pillars - coaches' education.
- Operated scoreboards for various high school, AAU, and recreational league basketball games- Served as a camp counselor for males and females grades 4 to 9, focusing on skill development- Orchestrated daily activities, including drills, games, and camper competitions
Franklin, Massachusetts, US
- Analyzed client financial statements and goals to identify strategies related to college planning, retirement funds, and investment forecasts - Researched and developed a presentation including an evaluation of the firm's social media strategy, suggestions to improve, and a competitive analysis- Listened to the LPL Financial Daily Research Morning Call.
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Samuel Bohmiller, Wmcp®, Ricp® works for Profectus Financial Partners.
Samuel Bohmiller, Wmcp®, Ricp® is listed as Financial Advisor at Profectus Financial Partners.
AeroLeads has found 1 work email signal at @byrnefinancialfreedom.com for Samuel Bohmiller, Wmcp®, Ricp® at Profectus Financial Partners.
Samuel Bohmiller, Wmcp®, Ricp® is based in Greater Boston, United States, United States while working with Profectus Financial Partners.
Samuel Bohmiller, Wmcp®, Ricp® has worked for Profectus Financial Partners, The Bulfinch Group, Babson College, Axa Advisors, Llc, and Massachusetts Interscholastic Athletic Association.
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Samuel Bohmiller, Wmcp®, Ricp® holds Bachelor Of Science (B.S.), Business Administration And Management, General from Babson College.
Samuel Bohmiller, Wmcp®, Ricp® is listed with skills including Public Speaking, Social Media, Finance, Research, Time Management, Entrepreneurship, Customer Service, and Marketing.
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