Samuel Clark, MS, MPAS™, CFP®, AWMA™

Samuel Clark, MS, MPAS™, CFP®, AWMA™

Lifeguard and Swim Instructor

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  • Timeline

  • About me

    Associate Vice President/Investments - Stifel

  • Education

    • The College for Financial Planning

      2017 - 2019
      Master of Science Personal Financial Planning

      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… 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 - 2015
      Bachelor of Business Administration (B.B.A.) General Business

      Activities 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 2010
      Lifeguard and Swim Instructor
    • Cabot Oil & Gas Corporation

      May 2012 - Aug 2013
      Subcontractor
    • Stifel Financial Corp.

      Jan 2013 - now
      Associate Vice President/Investments - Stifel

      Various 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 Planning
      Dec 2020
    • CERTIFIED FINANCIAL PLANNER® (CFP®)

      CFP Board
      Apr 2021
    • Accredited Wealth Management Advisor℠(AWMA™)

      College for Financial Planning
      May 2016