Samuel M. Kirkpatrick III - Financial Advisor and Portfolio Manager

Sam began his financial services career in 2000 as a technical analyst, where his responsibilities included investment manager analysis, asset/liability modeling, retirement and education planning analysis, proposal development, along with equity research.

His current responsibilities include working with clients using a wide array of services including asset allocation, retirement planning, and educational planning.

He earned his bachelor’s degree in Business Administration with a concentration in Finance from Birmingham-Southern College.