Sam Wesselschmidt has a strong background in finance and wealth management, currently serving as Associate Vice President and Financial Advisor at Morgan Stanley since July 2020. Prior experience includes a role as Senior Financial Advisor at Merrill Lynch from August 2013 to July 2020 and a position as Customer Sales and Service Representative at Wells Fargo Private Bank from October 2012 to August 2013. Sam Wesselschmidt holds a Bachelor's Degree in Finance from Auburn University, earned from 2006 to 2010, and is dedicated to providing families, executives, and business owners with knowledgeable and accessible financial planning services.
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