Samuel E.

Samuel E. is a seasoned Financial Advisor at Strategies for Wealth, associated with Park Avenue Securities LLC since June 2018. Samuel possesses a diverse background, having previously served as a Recruiting Intern at JOHNLEONARD and as a Wealth Management Intern at Morgan Stanley, where analytical skills and client-focused strategies were developed. Samuel E. also held the position of Director of Education within TAMID at BU, where leadership in financial education and investment analysis was demonstrated. Early experiences include being a Grinspoon Morningstar Fellow for the Israel on Campus Coalition and the President of Alpha Epsilon Pi, showcasing consistent involvement in leadership and community initiatives. Samuel E. earned a Bachelor's Degree in Finance from Boston University in 2018, providing a strong educational foundation for a successful career in finance.