Sammy Azzouz
- Role
- President and CEO at Heritage Financial Services, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Sammy Azzouz
Dedicated to making a positive and lasting financial impact on the people in his life…
Experience
President and CEO
Heritage Financial Services, Llc
Jan 2023 — Present
Education
University of Maryland Francis King Carey School of Law
Juris Doctor, Law
1997 — 2000
University of Toronto - New College
Bachelor of Arts, Political Science
1994 — 1997
Skills
- Portfolio Management
- Retirement
- Wealth
- Life Insurance
- Trusts
- Business Development
- Alternative Investments
- Personal Financial Planning
- Investment Advisory
- Taxation of Trusts
- Financial Services
- Management
- Charitable Trusts
- Personal Tax Planning
- Financial Advisory
- Revocable Trusts
- Estate Tax Planning
- Insurance
- Finance
- Irrevocable Life Insurance Trusts
- Certified Divorce Financial Analyst
- Long-Term Care
- Portfolio Assessment
- Asset Protection
- Investment Strategies
- Wealth Management
- Financial Planning
- Mutual Funds
- Cash Flow Forecasting
- 401k
- Retirement Plan Consulting
- Equities
- Asset Management
- Cfp
- Financial Planners
- Retirement Planning
- Wealth Management Services
- Estate Planning
- High Net Worth Individuals
- Charitable Gift Planning
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