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Sam Webber
Sam Webber
Second Vice President - Wealth Management
Wealth Advisory Specialist
Retirement Plan Advisor
950 Winter Street
Suite 3400
Waltham, MA 02451
tel: 781-672-5404
toll free: 800-344-4495
fax: 781-672-5199
Email Me
Welcome Services Education
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Services
  • 401k Rollovers
  • 529 Plans
  • Alternative Investments
  • Annuities
  • Asset Management
  • Corporate Retirement Plans
  • Education Planning
  • Estate Planning
  • Financial Planning
  • Fixed Income
  • Insurance Services
  • Lending Services
  • Life Insurance
  • Long Term Care Insurance
  • Qualified Retirement Plans
  • Retirement Planning
  • Socially Responsible Investing
  • Wealth Management
Education and Licensing
  • BS - Quantitative Business Analysis
    Pennsylvania State University
  • Wealth Advisory Specialist Designation
  • Retirement Plan Advisor
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
Bulletin Board
  • Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
  • Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Talk to us about advice that goes beyond investments. A new standard for retirement planning.
Sam Webber is licensed in the following state(s): CA, CO, CT, DC, FL, HI, IL, IN, KY, MA, MD, ME, MI, MO, NH, NJ, NY, OK, OR, RI, SC, TX, VA, VT, WA, WY
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.
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.
FEATURED REPORTS

Thought Leadership From Morgan Stanley Smith Barney: Client Conference Call (pdf)

On the Markets (pdf)

2009 Annual Limits: Relating to Financial Planning (pdf)
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Morgan Stanley Smith Barney
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