As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- CFO/Controller Council, Savannah, GA
- Investment Management Consultant Association
- Retired Officers Association
- Military Officers Association of America
- National Sporting Clays Association
- 82nd Airborne Divison Association
- Asset Management
- Lending Services
- Philanthropic Services
- Trust Services and Accounting
- Estate Planning
- Wealth Management
- Corporate Pension Funds
- Endowments and Foundations
- Corporations
- Taft-Hartley Plans
- MA - Management, 1979
Webster University
St. Louis, MO - BS - Marketing/Management, 1976
Barry University
Miami, FL
- CIMA - Certified Investment Management Analyst, 2002
Wharton School of the University of Pennsylvania
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent, 1997
Savannah, GA
- Life/Accident/Health Insurance License
- Item One
- Item Two
- Item Three
- 2000
- Present: Morgan Stanley Smith Barney
Vice President
Senior Investment Management Consultant
Financial Advisor
Savannah, GA
- 1996
- 2000: Prudential Securities, Inc.
Financial Advisor
Savannah, GA
- 1976
- 1996: U.S. Army
Lieutenant Colonel (Ret)
If you would like us to review your retirement planning strategy, please call or email us.
An individually managed account is a customized portfolio primarily of stocks and/or bonds, and cash, that employs the services of a professional portfolio manager. To learn more, call or send an email.
Whenever the market is up or down 100 points, the 100 Point Commentary posted in Market Insights, will provide insight. Whenever you have questions about market activity, please contact us.
Sam Gallagher, CIMA CRPS is licensed in the following state(s):
AL, CA, FL, GA, HI, NJ, NY, PA, SC, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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