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Sam Catlett
Sam Catlett
Senior Vice President - Wealth Management | Stifel Financial Corp.
North Carolina, Wilmington, United States
Sam Catlett
Summary
Sam Catlett is a seasoned investment professional with over two decades of experience in the financial services industry. He currently serves as the Managing Director and Portfolio Manager at Catlett/Godin Wealth Management, part of Stifel Financial Corp. His expertise spans various aspects of financial planning, including retirement, tax, estate, and legacy strategies. Sam is deeply committed to understanding his clients' unique needs and crafting tailored solutions. Outside of his professional endeavors, he actively mentors business students at UNCW and contributes to local governance as a member of the Wrightsville Beach Planning Board. His passion for the outdoors is evident in his leisure activities, which include boating, paddle boarding, and running. Sam's commitment to both his profession and community makes him a well-rounded leader in his field.
Sam Catlett
Work Experience
Managing Director/Investments, Portfolio Manager – Solutions Program - Stifel at
Stifel Financial Corp.
October 2022 - Present
Sam Catlett
Education
Stonier Graduate School of Banking, Graduate, Bank Management
January 1993 - January 1995
University of North Carolina Wilmington, B.S., Economics, Finance
January 1983 - January 1987
Frequently Asked Questions about Sam Catlett
What is Sam Catlett email address?
Sam Catlett's primary email address is ************@ubs.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Sam Catlett work for?
Sam Catlett is a Senior Vice President - Wealth Management at Stifel Financial Corp..
Where Sam Catlett graduated from?
Sam Catlett holds a degree in null from Stonier Graduate School of Banking.
How can I directly contact Sam Catlett?
To contact Sam Catlett directly, you can use the email address ************@ubs.com. Complete contact information is available upon registration with Muraena.
Who is Sam Catlett?
Sam Catlett is a seasoned investment professional with over two decades of experience in the financial services industry. He currently serves as the Managing Director and Portfolio Manager at Catlett/Godin Wealth Management, part of Stifel Financial Corp. His expertise spans various aspects of financial planning, including retirement, tax, estate, and legacy strategies. Sam is deeply committed to understanding his clients' unique needs and crafting tailored solutions. Outside of his professional endeavors, he actively mentors business students at UNCW and contributes to local governance as a member of the Wrightsville Beach Planning Board. His passion for the outdoors is evident in his leisure activities, which include boating, paddle boarding, and running. Sam's commitment to both his profession and community makes him a well-rounded leader in his field.
Sam`s contact details
************@ubs.com
***********@stifel.com
Colleagues
Vice President/Investments
SR VP
Analyst - Equity & Equity-Linked Capital Markets
Clerk
Vice President, Conversion Specialist
Marketing Trainee / Registered Representative
Investment Advisor
outside sales
Investment Representative
Deputy General Counsel and First Vice-President