Sam Orlando's financial services career began at Merrill Lynch in 2000 where he worked and collaborated on a large Wealth Management team. In 2005 Sam was recruited by Charles Schwab to run their Private Client Group. Seeking more independence in order to serve the growing needs of his clients, Sam joined Raymond James in 2010. Since 2000, Sam has provided comprehensive investment counsel and financial planning to high net worth individuals and families. Sam and his family enjoy spending time in Northern Michigan.
Our Team
