What We Do
Our Services
Sam Hodgson, CFP
Senior Financial Advisor
First Vice President - Investments
As a Senior Financial Advisor, Sam has nearly a decade of experience working with corporate executives, business owners, and family offices.
Sam provides a detailed, full-balance-sheet approach to wealth management, delivering structure and clarity to his clients’ increasingly complex lives. His specific expertise lies in the management of concentrated stock positions and considerations for Incentive Stock Option, Non-Qualified Stock Option, and Restricted Stock Units management. Sam has further experience working with families across multiple generations to construct a cohesive, multi-generational wealth plan. He is a CERTIFIED FINANCIAL PLANNER® professional since 2020.
Prior to joining Wells Fargo Advisors, Sam was a Private Advisor at Rockefeller Capital Management and a Wealth Manager at First Republic Bank in Manhattan. He is a graduate of Bowdoin College where he studied political science and was a member of the men’s lacrosse team.
Sam lives in Raleigh, North Carolina with his wife, Cameron, and their three children. Outside of work, Sam enjoys running, golfing, playing tennis, and skiing. He is an active member and parishioner of Our Lady of Lourdes Catholic Church. Originally from the Boston area, he enjoys returning to New England with his growing family.
CA Insurance License Number: 4535042 | Resident State: NC
Certificates
CFP
What We Do
Our Services
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.
Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.
Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
Investment expertise and advice in an effort to help clients succeed financially
