Samuel Lingo Email & Phone Number
Associate Vice President, Wealth Advisor @ Farther Finance
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Samuel Lingo Location
- United States
Samuel Lingo Work
- Associate Vice President, Wealth Advisor @ (March 2026 - Present)
- Financial Advisor @ (November 2023 - March 2026)
- Financial Advisor @ (February 2021 - November 2023)
- Benefits Specialist @ (September 2020 - January 2021)
- Owner @ Practice By The Numbers LLC (January 2014 - September 2020)
- Practice Administrator @ Max L Lingo, DDS, LLC (October 2010 - January 2014)
- Agent @ (October 2009 - October 2010)
- Account Administrator @ BPC Financial (April 2008 - March 2009)
Samuel Lingo Education
- University of North Florida - Coggin College of Business
MBA (Business)
2006-2008 - Florida Coastal School of Law 2005-2006
- University of Southern Indiana
BS (Cum Laude, Political Science)
2000-2004
Samuel Lingo Skills
- 401(k) Retirement Savings Plans
- Coaching
- Disability Insurance
- Estate Planning
- Estate Tax Planning
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Fixed Annuities
- High-Net-Worth Individuals (HNWI)
- Insurance
- Investment Management
- Investments
- Life Insurance
- Medicare Supplements
- Presenting
- Research Skills
- Retirement Income
- Retirement Planning
- Teamwork
- Variable Annuities
- Wealth Management
- Wealth Management Services
- Microsoft Office
- Microsoft Word
- Team Building
- PowerPoint
- Marketing
- Microsoft Excel
- New Business Development
- Health Insurance
- Public Speaking
- Healthcare
- Customer Service
- Strategic Planning
- Employee Benefits
- Account Management
- Sales
Samuel Lingo Summary
- Samuel Lingo, based in United States, is currently a Associate Vice President, Wealth Advisor at Farther. Samuel Lingo brings experience from previous roles at Lifetime Financial Growth, Prudential Financial, Association Member Benefits Advisors (AMBA) and Practice By The Numbers LLC. Samuel Lingo holds a 2006 - 2008 MBA in Business @ University of North Florida - Coggin College of Business. With a robust skill set that includes 401(k) Retirement Savings Plans, Coaching, Disability Insurance, Estate Planning, Estate Tax Planning and more. Samuel Lingo has 2 emails and 1 mobile phone numbers on RocketReach.
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