Sam Petter

Sam Petter
Premier Banker

401 West Main Street

Louisville, KY 40202

About me

Background

I am a Premier Banker with Truist servicing the Louisville/Southern Indiana Market.  I have been in the Banking industry since 2019 and in the financial industry since 2017. As a Premier Banker, I specialize in holistic financial planning. My purpose is to work with families and individuals to help achieve their ultimate goals and allow them to lead the lifestyles they worked so hard for.  Hoping to achieve this is hard work and takes ongoing care and attention, so I work to build strong, long lasting relationships with clients based on honesty, integrity, and always keeping them first through providing an exceptional experience now and well into the future.


Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelors - Business Admin, Accounting
Indiana University

Personal interests

When not at work, I am a busy step-mom in a very active family.  My family spends lots of time together painting, playing basketball, volleyball, and many other sports.  We love going on adventures with our three dogs; playing games & cards together or spending time just hanging out. Family is my number one priority.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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