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Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Retired Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

2 advisors near 78022

Out of 400,000+ nationwide

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Philip C

Series 63, Series 65

George West, TX

First Advisors National, LLC

Philip Crawford is a financial advisor with First Advisors National, LLC who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He previously worked at Butler Freeman Tally Financial Group, LLC for 17 years and has operated Philip B. Crawford Co. since 1999. Outside of advising, he is involved in farming and ranching, accounting and tax services, and fixed insurance sales. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm emphasizes selecting and monitoring third-party managers and combines tactical and strategic approaches with fundamental analysis to supplement individual security recommendations.

Passive / index investing
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Richard G

Series 63, Series 66

George West, TX

Edward Jones

Richard Galloway is a financial advisor with Edward Jones in George West, TX, holding Series 63 and Series 66 designations and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns commercial rental properties in George West. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Founder/Business Owner
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