Profiel
Mr. Sam Fitch is Vice President & Member at Warren Averett Asset Management LLC.
He joined Warren Averett Asset Management in June 2000.
His primary responsibilities include creating comprehensive financial plans for families and managing their investment portfolios.
He brings his clients over 20 years of comprehensive financial planning and investment management experience.
Mr. Fitch was previously employed as Financial Planner by First Financial Group, Inc.
Mr. Fitch received a Bachelor of Science degree in Business Administration from Samford University.
He earned his Certified Financial Planner designation from the College for Financial Planning in Denver, Colorado.
Eerdere bekende functies van Sam Fitch
| Bedrijven | Functie | Einde |
|---|---|---|
Waverly Advisors LLC (Alabama)
 Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Portfolio Manager-Fixed Income | 28-02-2015 |
| First Financial Group, Inc. (Columbus, Ohio) | Corporate Officer/Principal | 31-01-2000 |
Opleiding van Sam Fitch
| Samford University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Man
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Waverly Advisors LLC (Alabama)
Waverly Advisors LLC (Alabama) Investment ManagersFinance Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
| First Financial Group, Inc. (Columbus, Ohio) | Finance |
