Sam Stevens

Sam Stevens, CFP®, currently serves as a Financial Planner at Creative Planning since June 2022. Prior to this role, Sam held the position of Associate Wealth Advisor at Buckingham Strategic Wealth from June 2018 to June 2022, where the focus was on delivering comprehensive wealth management services to a diverse clientele. Additional experience includes a role as a Portfolio Advisor at HORNE Wealth Advisors and internships in wealth management and financial services at Trustmark Bank and LPL Financial, respectively. Sam is pursuing a Master of Business Administration at the University of Mississippi, expected to graduate in December 2025, and previously earned a degree from Mississippi College between 2014 and 2018.