
Samuel Clark, MS, MPAS™, CFP®, AWMA™
Lifeguard and Swim Instructor

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About me
Associate Vice President/Investments - Stifel
Education

The College for Financial Planning
2017 - 2019Master of Science Personal Financial PlanningThe Master of Science in Personal Financial Planning program is designed to equip students with advanced skills in financial analysis, investment management, tax planning, retirement strategies, and estate planning. This comprehensive curriculum prepares students to confidently guide individuals and families through complex financial decisions and long-term planning. With a strong emphasis on ethics and real-world application, graduates are well-positioned to pursue careers as trusted financial… Show more The Master of Science in Personal Financial Planning program is designed to equip students with advanced skills in financial analysis, investment management, tax planning, retirement strategies, and estate planning. This comprehensive curriculum prepares students to confidently guide individuals and families through complex financial decisions and long-term planning. With a strong emphasis on ethics and real-world application, graduates are well-positioned to pursue careers as trusted financial advisors, planners, and wealth managers in an ever-evolving financial landscape. Show less

Texas A&M University-Corpus Christi
2011 - 2015Bachelor of Business Administration (B.B.A.) General BusinessActivities and Societies: |American Marketing Association - TAMUCC Chapter - Parliamentarian | Student Foundation Association - TAMUCC Chapter -Lead Chairman of Marketing | Society for the Advancement of Management - TAMUCC Chapter -Vice President of Membership | Phi Delta Theta Fraternity, Texas Rho -Chaplain -Brotherhood Chair -Recruitment Chair -Pledge Class President |
Experience

Santa Fe Swimming Club
May 2007 - Dec 2010Lifeguard and Swim Instructor
Cabot Oil & Gas Corporation
May 2012 - Aug 2013Subcontractor
Stifel Financial Corp.
Jan 2013 - nowAssociate Vice President/Investments - StifelVarious roles culminating in Associate Vice President/Investments. Obtained Series 7 9/2018 and Series 66 10/2019.
Licenses & Certifications

Master Planner Advanced Studies℠ (MPAS™)
College for Financial PlanningDec 2020
CERTIFIED FINANCIAL PLANNER® (CFP®)
CFP BoardApr 2021
Accredited Wealth Management Advisor℠(AWMA™)
College for Financial PlanningMay 2016
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