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Published on: 9/15/2009
Last Visited: 9/15/2009
Scott R. Smith
Sampers Financial Inc.: Scott R. Smith
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Scott R. Smith
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Scott R. Smith
Senior Investment Advisor
scott@sampersfinancial.com
Scott adds an additional element of expertise to our discretionary money management capabilities.
He joined SFI in 2003, after sixteen years with Merrill Lynch Investment Managers.
There, Scott was a portfolio manager and an analyst for both high net worth individuals and institutions.
He personally and actively managed assets in excess of $450 million.
Client objectives included stock and bond portfolios invested in US, global and international capital investments.
Scott is a Chartered Financial Analyst and has successfully passed the Certified Public Accountant exams.
He is a member of the New York Society of Security Analysts and the Association for Investment Management and Research.
Scott is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.