Samuel Kaplowitz

Samuel E Kaplowitz is a seasoned professional in the wealth management industry, serving as Vice President, Financial Advisor, and Portfolio Advisor at Merrill Lynch Wealth Management since 2009.

With a focus on assessing clients' financial conditions meticulously, he designs asset allocation and risk management strategies tailored to their goals, offering advice on Merrill Lynch Wealth Management or third-party investment managers.

Sam holds a bachelor's degree in Business Administration with a concentration in Marketing from Southern Connecticut State University and a master's degree in Business Administration from Post University. He is registered with FINRA, holding Series 7, 63, and 65 certifications.

Beyond his financial expertise, Sam actively participates in community service as a soccer coach with The Cheshire Soccer Club, a member of the local Parent Teacher Association, and a contributor to the Chesprocott Health District's Medical Reserve Corps.

Moreover, he shares his financial knowledge as an Employee Financial Services Specialist, conducting educational programs for peers at Merrill Lynch Wealth Management and Bank of America.

Residing in Cheshire, Connecticut, with his wife and two children, Sam is dedicated to providing personalized and goal-oriented wealth management services to clients through the Kaplowitz and Associates team.

Kaplowitz and Associates excel in overseeing and coordinating clients' financial matters, ensuring a customized approach that aligns with individual preferences and fosters optimal communication.