Samuel Sexton Email & Phone Number
Founder and Lead Advisor @ Gather Wealth
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Samuel Sexton Location
- Saint Paul, MN, US
Samuel Sexton Work
- Founder and Lead Advisor @ (December 2023 - Present)
- Senior Wealth Manager @ All Star Financial (March 2019 - September 2023)
- Senior Wealth Advisor @ (November 2016 - March 2019)
- Wealth Advisor @ (November 2014 - October 2016)
- Associate Wealth Advisor @ (December 2012 - October 2014)
- Accountant and Controller @ (November 2011 - December 2012)
- Advanced Staff Accountant @ (July 2008 - December 2010)
- Accounting Club Board Member @ (September 2006 - May 2008)
- Financial Advisory Intern @ (June 2007 - August 2007)
Samuel Sexton Education
- College for Financial Planning
CFP Education Course (Financial Planning and Services)
2014-2015 - Saint John's University
BA (Accounting)
2004-2008 - University College Cork
History and Philosophy
2007-2007 - St. Cloud State University
Finance and Marketing
2006-2007
Samuel Sexton Skills
- Financial Advisory
- Asset Allocation
- Financial Analysis
- Accounting
- Forecasting
- Investments
- Insurance
- Finance
- Retirement Planning
- Tax Preparation
- CPA
- Asset Management
- Personal Financial Planning
- Leadership
- Alternative Investments
- Auditing
- Internal Controls
- Teamwork
- Coaching
- Microsoft Excel
- Tax
- Customer Service
- Financial Planning
- Management
- High Net Worth Individuals
- Disability Insurance
- Estate Planning
- Financial Accounting
- Inheritance Tax Planning
- Life Insurance
- Long Term Care Insurance
- Tax Planning
- Wealth Management
- Holistic Financial Planning
Samuel Sexton Summary
- Samuel Sexton, based in Saint Paul, MN, US, is currently a Founder and Lead Advisor at Gather Wealth. Samuel Sexton brings experience from previous roles at All Star Financial and CLA (CliftonLarsonAllen). Samuel Sexton holds a 2014 - 2015 CFP Education Course in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Financial Advisory, Asset Allocation, Financial Analysis, Accounting, Forecasting and more. Samuel Sexton has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Gather Wealth Employees
Samuel Sexton
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Saint Paul, MN, US
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