Sam Crossley Email & Phone Number
Senior Financial Advisor @ Wells Fargo Advisors
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Sam Crossley Location
- Bluffton, SC, US
Sam Crossley Work
- Senior Financial Advisor @ (November 2023 - Present)
- Financial Advisor @ (May 2021 - November 2023)
- Regional Life Specialist @ (May 2018 - February 2021)
- VP, Wealth Planner @ (January 2016 - April 2018)
- Financial Planner @ (June 2001 - January 2016)
- Sales and Service @ (September 1997 - March 2001)
- Manager @ (January 1991 - January 1997)
- Manager @ Starship Music (January 1990 - January 1991)
Sam Crossley Education
- Mercer University Stetson-Hatcher School of Business
Bachelor of Business Administration (B.B.A.) (Economics)
1985-1989
Sam Crossley Skills
- Financial Needs Analysis
- Business Continuation
- Estate Planning Strategies
- Buy-Sell Review
- Charitable Giving
Sam Crossley Summary
- Sam Crossley, based in Bluffton, SC, US, is currently a Senior Financial Advisor at Wells Fargo Advisors. Sam Crossley brings experience from previous roles at Principal Financial Group, AIG, Queensborough National Bank and Trust Co. and MassMutual Financial Group. Sam Crossley holds a 1985 - 1989 Bachelor of Business Administration (B.B.A.) in Economics @ Mercer University Stetson-Hatcher School of Business. With a robust skill set that includes Financial Needs Analysis, Business Continuation, Estate Planning Strategies, Buy-Sell Review, Charitable Giving and more. Sam Crossley has 1 emails and 1 mobile phone numbers on RocketReach.
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