About Samuel

Samuel White is a Senior Client Associate with J.P. Morgan Wealth Management.

Working alongside Scott Holstead, Samuel provides execution and operational support for high-net-worth individuals and families. His responsibilities include addressing inquiries, preparing financial documents, and all other ad hoc requests. He serves as a dedicated resource for all client concerns and works diligently to deliver an excellent customer experience.

Samuel graduated from Morehouse College with a B.A. in Business Administration focused on Management. With 5 years of experience in financial services, he began his career at IBM then moved to Baird Private Wealth Management, where he sharpened hisprofessional skills and acquired industry knowledge to carefully address individual clients' needs. He joined J.P. Morgan in 2021 and is vital to the success of his team.

He holds FINRA Series 7 and 66 securities licenses and is actively pursuing further certifications.

Active in 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 also volunteers at Big Brothers Big Sisters, an organization that helps provide positive role models to children in need. He lives in Houston and in his free time, enjoys music, reading, connecting with friends and traveling.

Insights

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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