Samuel S. Stroud, Jr., CFP®

When Sam joined the West Chester office over 15 years ago, he brought 25+ years of financial industry experience from The Vanguard Group and JP Morgan’s Private Bank. His experience is focused on working with complex families, professionals, and closely held business management.

Strategy is everything. Sam works toward coordinating, simplifying, and improving his clients’ financial lives by turning information into execution. 

Informed decisions should be in service to the plan. Sam believes that grounded in a financial strategy, clients can comfortably make informed decisions on personal retirement, risk management, cash flow, estate matters, and various funding goals.

Sam’s strengths lie in his unwavering consistency, strong sense of fiduciary responsibility when managing client assets, and exceptional communication skills, which enable him to effectively educate and strive to empower his clients.

Sam earned a Bachelor of Arts degree, cum laude, from Washington & Lee University in Lexington, Virginia. He obtained the Certified Financial Planner ™ professional certification and he is a member and past president of the Chester County Estate Planning Council.