Sam Merrill

Sam Merrill
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

4777 Sharon Road

Floor 2,

Charlotte, NC 28210

sam.merrill@truist.com

Phone 704-526-4489

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About me

Background

Sam is a dedicated Financial Consultant with Truist Investment Services, Inc., specializing in investments and portfolio management. His focus is on building integrated wealth management strategies to help clients achieve their goals while balancing risk.

Sam holds FINRA Series 7 and 66 securities registrations as well as state life and health insurance licenses.

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

Education

Economics, B.A.
Wake Forest University 2013

Personal Interests

Outside of work, Sam’s hobbies primarily consist of running, golf, coaching Little League, and playing blitz chess.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Educating family members with significant wealth to confidently manage their financial lives

Locations

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Recommended Resources

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Our weekly view on the economy including rationale on GDP, jobs report, and Fed policy decisions for the week of April 2, 2026.
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Economic Data Tracker –Week 14 | Truist Wealth

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Economic Data Tracker –Week 14 | Truist Wealth
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