Samuel WhiteSamuel WhiteSenior Client Associate
About Samuel
Samuel White is a Senior Client Associate with J.P. Morgan Wealth Management.
Samuel is a vital member of The SGH Group, helping an accomplished clientele gain greater ease and convenience in the management of their financial affairs. Working alongside Scott Holstead, he provides execution and operational support for high-net-worth individuals and families, building strong relationships that extend across generations. Clients look to Samuel for the care and energy he brings to his work, as well as his deep-seated resolve to see client needs to a satisfying conclusion.
Samuel holds a number of responsibilities on the team, including addressing inquiries, preparing financial documents, facilitating asset transfers and ongoing management of client relationships. High striving, Samuel leads with quality service, facilitating success for both the team and clients. He takes pride in exceeding expectations and his ability to clear challenges that stand in the way, cementing his role as an operational powerhouse for the team.
Prior to joining J.P. Morgan Wealth Management, Samuel worked at Baird Private Wealth Management, where he sharpened his professional skills and acquired industry knowledge to advance client objectives. He has worked in wealth management since 2017. Samuel's experience also includes tenures with IBM. A graduate of Morehouse College, he earned his B.A. in Business Administration, focused on Management. Samuel holds FINRA Series 7 and 66 securities licenses and is actively pursuing further certifications.
Within his community, Samuel is a member of Alpha Phi Alpha Fraternity, Inc. whose mission is to "develop leaders, promote brotherhood and academic excellence, while providing service and advocacy for our communities." Samuel is a regular volunteer with the homeless community and has served as a Big Brother for many years with Big Brothers Big Sisters. An Astros fan, he lives in Houston and enjoys music, reading, connecting with friends and traveling in his free time.
Insights
July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
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July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
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Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
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July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now