About Samuel

Sam Srochi is a Managing Director and Wealth Advisor at J.P. Morgan Wealth Management.

Sam delivers high-touch, customized and comprehensive investment management guidance to affluent individuals and families. As an Accredited Investment Fiduciary®, he serves as an investment advisor to corporate 401(k) retirement plan sponsors. He centers his advisory services on a thorough understanding of each client's needs, augmented with an unmatched customer experience.

Sam's integrity, seasoned experience, attention to detail and unquestioned reliability are the compelling reasons his clients choose to work with him. In addition, his timely advice and prompt resolution of issues contribute to his ability to assist them in pursuing their goals. Clients credit his honesty, loyalty, dedication and authenticity as personal qualities further underpinning his successful relationships.

When asked what inspires him in his role, Sam thinks about his family and his drive to care for their financial future. He gains immense satisfaction from translating that attention to help his clients achieve their own meaningful goals.

Sam's 35-year financial services career began at Robinson-Humphrey. He subsequently moved to UBS in a senior investment role before transitioning to a J.P. Morgan predecessor firm in 2005. Sam considers J.P. Morgan's thought leadership and market perspectives fundamental to the high-level advisory services he imparts to his clients.

Sam graduated from the University of Georgia, earning a B.A. in English Literature. He holds the Accredited Investment Fiduciary®(AIF®) designation.

A native of Atlanta, Sam lives in Brookhaven and has successfully launched two adult children who are now living in New York City. His 20 years volunteering at the Woodruff Arts Center and as co-chairman of the Atlanta Committee testify to his commitment to his community. He is currently involved with the Jewish Educational Loan Fund (JELF).

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

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