Sam Green, CFP®, AAMS®, CRPC®, is currently a Senior Wealth Strategy Associate - Planning Specialist at UBS. Previously, Sam gained experience as a Wealth Planner at Merrill Lynch from 2016 to 2023 and completed an internship at Morgan Stanley in 2015. Sam holds a Bachelor of Science in Accounting and Finance from Florida State University, which they earned in 2016.
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