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
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read Now
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read Now
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read Now
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read NowSelecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowUnderstanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWhat is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowYour values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowProviding for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read Now3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWhen does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowLeaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now