Sam Marrella

About Sam Marrella

Sam Marrella is a Regional Director and Wealth Manager at Apella Wealth. He focuses on providing wealth management solutions to successful individuals and their families in the Berks County area. Together with his brother, sister and son he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken and charitable giving.Sam joined Marrella Finacial Group, LLC (an Independent Practice) in 2002 and they now serve over 300 clients who have entrusted them with millions in assets. He uses a consultative process to gain a detailed understanding of his clients\' deepest values and goals. He then employs customized recommendations designed to address each client\'s unique needs and goals beyond simply investments.In 2017 Sam authored a book called \"Your Retirement Game Plan\" which is tutorial for individuals to learn how they can convert their Retirement Savings into their Retirement Income.Successful individuals and families work with Sam to- Develop and implement a comprehensive wealth management plan to help them reach their financial goals- Make smarter decisions in today\'s uncertain political, economic and social environment- Obtain an independent second opinion from a financial advisor in their community.Previously, Sam spent fourteen years as a financial advisor with Morgan Stanley.Sam is a widely recognized leader in the Berks County financial advisor community. He is a frequent speaker on various financial topics throughout the area.Marrella Financial Group, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Securities offered through Raymond James Financial Services, Inc- Member FINRA/SIPC)For important disclosure information, please see \"Social Media Disclosure\" link in the \"Contact Info\" section.

Experience

1. Advocate Coach Fiduciary

   Apella Wealth

   Mar 2025 — Present

Education

• Albright College

  BS, Business

  1981 — 1985

Skills

• Wealth Management
• Helping Clients Make Smart Financial Decisions
• Retirement Income Planning