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Wealth Management AdvisorVice PresidentMARKET CENTRE BUILDING111 MARKET STREET NE
I'm a Merrill Lynch Wealth Management Advisor in Olympia, WA. I joined the firm in 2001 working in the Bellevue branch and transferred to the Olympia branch in 2005. I serve clients here in Western Washington and also assist clients all over the country.My goal is to develop long term meaningful relationships and wealth management strategies that are customized to each client. I'm able to provide a wide array of financial services including wealth management, helping clients develop financial strategies, retirement planning, college planning, and portfolio development. I help clients focus on estate planning issues and work with their advisors in developing their estate plan.I earned my CFP® certification in 2007, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and the CRPC® (Chartered Retirement Planning CounselorSM) designation in 2003. I have several securities related credentials including FINRA Series 7 (General Securities Registered Representative) and FINRA Series 63 (Uniform State Securities Agent) registrations. I also hold life and disability insurance licenses. My college education includes a BS Degree in Education from Southern Illinois University and an AS Degree in Pre-engineering from the University of New Mexico.I'm a member of Veterans of Foreign Wars post #316, Evergreen Christian Community Church and the Olympia Masonic Lodge #1.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *CRPC® and Chartered Retirement Planning CounselorSM and are registered service marks of the College for Financial Planning.
Sam Lantow is registered to do business in : AK, CA, FL, MI, NC, NM, NV, OR, UT, WA
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