Samuel Hayes
Financial Advisor at Equitable Advisors | Atlanta, Georgia, United States
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Samuel Hayes is a seasoned Financial Advisor at Equitable Advisors, where he leverages over 21 years of experience in the financial services industry to empower multi-generational families in achieving their financial aspirations and leaving a lasting legacy. His primary focus is on retirement and career transition planning, ensuring that clients not only meet their immediate financial needs but also secure their long-term goals. As a Chartered Retirement Planning Counselor (CRPC®), Samuel specializes in customized retirement planning, offering tailored strategies that address the unique circumstances of each family he serves.
At Equitable Advisors, Samuel is currently leading key projects that revolve around wealth management and retirement planning, particularly for business owners. His expertise in retirement plan analysis allows him to provide insightful recommendations that optimize business retirement plans, ensuring that owners can enjoy a comfortable retirement while also benefiting their employees. Samuel takes pride in developing investment income strategies that align with his clients' lifestyles and future aspirations, guiding them through the complexities of financial decision-making with clarity and confidence.
Samuel's commitment to personalized retirement coaching sets him apart in the industry. He believes that every family's financial journey is unique, and he takes the time to understand their specific needs and goals. By employing a holistic approach to financial planning, he helps clients navigate income strategies during retirement years, ensuring they can enjoy their golden years without financial worry. Samuel Hayes is not just a financial advisor; he is a trusted partner dedicated to exceeding client expectations and fostering financial well-being across generations.
Financial Advisor at Equitable Advisors in June 2020 to Present
COO at PHayes Homes, LLC in January 2022 to Present
Financial Business Consulting & Lending at Aztec Financial Services in January 2020 to June 2020
Financial Advisor at Merrill Lynch Wealth Management in July 2018 to January 2020
Portfolio Wealth Advisor & Financial Advisor at Bank of America Merrill Lynch in July 2018 to January 2020
Financial Advisor & Business Owner at Highpointe Wealth Advisors a private wealth advisory practice of Ameriprise Financial Services, LLC. in January 2010 to April 2018
Senior Loan Officer at Bank of England Mortgage, Vinings Mortgage in January 2007 to January 2010
Mortgage Consultant and Area Manager at GMAC, Hewitt Financial Services, Inc. in September 2003 to January 2007
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Retirement and Career Transition Planning
Retirement Plan Analysis for Business Owners
Wealth Management and Retirement Planning
Investment Income Strategies
Income Planning
Retirement Cash Flow
Future Cash Flow Analysis
Business Financial Strategies
Employee Benefit and Business strategies
Customized Retirement Planning
Business Retirement Plans
Income Strategy During Retirement Years
Personal Retirement Counselor
Portfolio Management and Retirement Planning
Personalized Retirement Coaching
CRPC
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Discover more about Equitable AdvisorsWhat is Samuel Hayes email address?
Email Samuel Hayes at [email protected]. This email is the most updated Samuel Hayes email found in 2026.
How to contact Samuel Hayes?
To contact Samuel Hayes send an email to [email protected]. (updated on October 29, 2024)
What company does Samuel Hayes work for?
Samuel Hayes works for Equitable Advisors
What is Samuel Hayes's role at Equitable Advisors?
Samuel Hayes is Financial Advisor
What is Samuel Hayes's Phone Number?
Samuel Hayes's phone (404) ***-*317
What industry does Samuel Hayes work in?
Samuel Hayes works in the Financial Services industry.
Samuel Hayes Email Addresses
Samuel Hayes Phone Numbers
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