Sam Luby III is a Senior Financial Advisor with 37 years of service. He worked at UBS before joining Wells Fargo and its predecessors in 2000. He loves his job because it allows him to help people and make a significant impact on his clients' financial health, enabling them to achieve their life goals. He enjoys problem-solving, as each client presents a unique set of challenges that he can address with tailored strategies. Additionally, he values developing long-term relationships with his clients, getting to know them personally and professionally over time.

Sam's favorite tasks include investment management, where he actively manages portfolios and enjoys seeing them grow. He also finds building and nurturing relationships with his clients and their families to be highly rewarding, as he understands their needs and helps them through various life stages.

Outside of work, Sam has two sons and a dog. He and his wife enjoy outdoor activities, traveling, and snow skiing. They also dedicate time to volunteering with various charitable organizations.


CA Insurance License Number: 4371135. Resident State: FL