Samuel Morales

Samuel Morales is an accomplished Financial Advisor who has made a name for himself with his expertise and skills within the finance industry. Having gained extensive experience in Sales, Trading, Asset Management, Financial Planning, and Financial Services, Samuel has established himself as a reliable finance professional. He pursued a Bachelor of Arts (B.A.) degree in Political Science and Government from Vassar College and also completed his College Counseling Certificate, College Counseling with distinction at UCLA Extension.

Samuel has worked for several renowned firms in the finance sector, including Citi, JPMorgan Chase Bank, N.A., MetLife, J.P. Morgan, Deutsche Bank, and UBS. He is currently working as a Citi Priority Advisor and has previously served as a Private Client Advisor and Financial Services Representative.

With Samuel's wealth of knowledge in finance and unparalleled experience, he is an asset to any firm or client he serves. He is highly skilled in portfolio management, investment recommendations, financial planning, sales, and customer service. Samuel's dedication and commitment to providing excellent service have earned him a reputation as a highly trusted finance professional.