Samuel S. Stroud, Jr., CFP

Sam Stroud is a Senior Advisor for Commonwealth Financial Network®. When he joined Legacy Planning 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 to coordinate, simplify, and improve 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 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.

Sam  offers securities and advisory services through Commonwealth Financial Network®.

Samuel S. Stroud, Jr. offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Samuel S. Stroud, Jr. is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth.  HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.