Sam Skooti
Financial Advisor at Merrill Lynch Wealth Management | Vienna, Virginia, United States
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Sam Skooti is a dedicated Financial Advisor at Merrill Lynch Wealth Management, where he leverages his extensive expertise to deliver tailored financial solutions that align with both personal and business objectives. In his current role, Sam specializes in developing comprehensive wealth management strategies that encompass investment planning, estate considerations, and small business support. His approach emphasizes building long-term, trust-based relationships with clients, ensuring that each financial plan is customized to reflect their unique values, risk tolerance, and future aspirations.
A key aspect of Sam’s work involves guiding clients through complex financial landscapes with clarity and confidence. His proficiency in ESG investing and values-based strategies allows him to craft portfolios that not only aim for growth but also reflect clients’ ethical priorities. Additionally, his entrepreneurial background and experience in business planning enable him to support small business owners with tailored consulting on succession planning, cash flow management, and strategic growth initiatives.
Sam’s commitment to exceptional service is evident in his proactive communication and meticulous attention to detail. He stays abreast of industry trends and regulatory changes to ensure his clients benefit from the latest insights and innovative solutions. Whether helping clients grow their investment portfolios, plan for retirement, or make socially responsible decisions, Sam’s holistic approach combines technical expertise with genuine relationship-building. His leadership in financial strategies and small business consulting positions him as a trusted partner dedicated to empowering clients to achieve their financial goals with confidence and clarity.
Financial Advisor at Merrill Lynch Wealth Management in July 2023 to Present
Chief executive Officer at WID insurance in June 2018 to May 2020
Senior Consultant at International Smart Card in September 2015 to June 2018
Senior Program Manager at National Democratic Institute in July 2005 to February 2008
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University of Phoenix, Masters of Business Administration, July 2026
University of Baghdad, July 2026
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Entrepreneurship
Business Planning
Values Based and ESG Investing
Financial Strategies
Small Business Consulting
Leadership Development
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What is Sam Skooti email address?
Email Sam Skooti at [email protected], [email protected] and [email protected]. This email is the most updated Sam Skooti's email found in 2026.
What is Sam Skooti phone number?
Sam Skooti phone number is +12026428185 and 703-734-8112.
How to contact Sam Skooti?
To contact Sam Skooti send an email to [email protected], [email protected] or [email protected]. If you want to call Sam Skooti try calling on +12026428185 and 703-734-8112. (updated on February 16, 2025)
What company does Sam Skooti work for?
Sam Skooti works for Merrill Lynch Wealth Management
What is Sam Skooti's role at Merrill Lynch Wealth Management?
Sam Skooti is Financial Advisor
What industry does Sam Skooti work in?
Sam Skooti works in the Financial Services industry.
Sam Skooti Email Addresses
Sam Skooti Phone Numbers
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