Sam Weerd's Location
Pella, IA, US
Sam Weerd's Work
- Managing Partner, Wealth Advisor @ Carson Wealth
- Financial Advisor @ Main Street Advisory Group/Raymond James
- Senior Financial Advisor @ Broker Dealer Financial Services Corp.
- Financial Advisor @ Merrill Lynch
Sam Weerd's Education
- Iowa State University
Masters
1991 - 1994 - Central College
Bachelors (Psychology)
1982 - 1986
Sam Weerd's Skills
- Microsoft Excel
- Leadership
- Team Building
- Financial Planning
- Financial Advisory
- Life Insurance
- Financial Services
- Investment Advisory Services
- Relationship Management
- Financial Guidance
Sam Weerd's Summary
Sam Weerd, based in Pella, IA, US, is currently a Managing Partner, Wealth Advisor at Carson Wealth, bringing experience from previous roles at Main Street Advisory Group/Raymond James, Broker Dealer Financial Services Corp. and Merrill Lynch. Sam Weerd holds a 1991 - 1994 Masters @ Iowa State University. With a robust skill set that includes Microsoft Excel, Leadership, Team Building, Financial Planning, Financial Advisory and more, Sam Weerd contributes valuable insights to the industry. Sam Weerd has 3 emails and 1 mobile phone number on RocketReach.
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Morgan Graser
Director of Marketing and Transformations at Carson Wealth
Amarillo, Texas, United States21 -
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