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Samuel M
Series 63, Series 65
Highlands, NC
STIFEL
Samuel Morse Jr is a financial advisor at Stifel with 31 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a managing partner and trustee in family-owned real estate and investment-related partnerships. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.
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