Sawyer Sams

Financial Advisor | Tax-Smart Equity Comp Planning For Tech Employees | Helping Engineers & Execs Keep More of What They\'ve Earned | DM me \'equity\' to see what you\'re leaving behind

Role: Financial Advisor at Merrill Lynch
Location: Johnson City, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Sawyer Sams

Employees at the world\'s biggest tech companies are the most overtaxed on their equity. I help tech professionals with $500K+ in investable assets build a plan around your RSUs, ISOs, and ESPPs to help reduce your tax exposure so you can keep more of what you earn. DM me \"equity\" to learn how you can keep more of what you\'ve earned. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.

Experience

Financial Advisor
Merrill Lynch
Nov 2024 — Present

Education

Fort Lewis College
Bachelor's Degree

Contact information

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Current company

Merrill Lynch

Financial Services · 35K employees · New York, New York, United States

Founded in 1914, Merrill is one of the largest wealth management businesses in the world. Merrill financial advisors combine financial knowledge and experience with a deep understanding of their clients’ needs to help their clients pursue the lives they want. With a deep commitment to placing their clients' interests first, Merrill financial advisors draw upon the investment insights of Merrill and the banking insights of Bank of America to unlock opportunities tailored to their clients’ needs in many areas of their financial lives. The strategies our financial advisors offer go beyond investment management to include college savings strategies, retirement planning, eldercare, philanthropy, estate planning services, small business services, and access to cash management & banking strategies. Any opinions, views, statements, estimates or projections ("posts") posted on this web page are solely those of the author(s). Merrill Lynch Global Wealth Management is part of Bank of America Corporation's Global Wealth & Investment Management business. Additional Terms, Conditions & Disclaimers found here: https://www.ml.com/social-media/merrill-lynch-on-twitter.html Disclaimer The site is maintained by a third party that has no affiliation with Merrill Lynch, Pierce, Fenner & Smith Incorporated ("MLPF&S" or "Merrill"). The recommendations posted to this page by or about Merrill employees, are not endorsed by, and may not represent the views. This material is not intended to constitute a recommendation, offer or solicitation for the purchase or sale of any security financial instrument. or strategy. Always consult with your independent attorney, tax advisor, investment managers, and insurance agent for final recommendations and before changing or implementing any financial, tax, or estate planning strategy. Bank of America Linkedin Community Guidelines: http://about.bankofamerica.com/en-us/social-media/linkedin-communityguidelines.html

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About Sawyer Sams

Experience

Financial Advisor

Education

Fort Lewis College

Find verified contacts for anyone on LinkedIn