Sam Wallace
Financial Advisor | Northwestern Mutual
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Sam Wallace
I believe financial planning is one of the most powerful ways to create long-term success…
Experience
Financial Advisor
May 2022 — Present · Edina, MN, US
Developed personalized financial plans for clients to achieve long-term financial goals.• Assisted clients with retirement planning, education savings, investments, and debt management.• Provided guidance on estate planning, tax preparation, and risk management strategies.
Education
Carthage College
Master’s of Science in Business
2024 — 2025
Carthage College
Bachelor of Business Administration - BBA
2020 — 2024
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