Sam Winn
Associate Planner
As an Associate Planner, I am passionate about building meaningful relationships with clients and guiding them through their financial journey. I believe every individual deserves a tailored solution that aligns with their unique needs and aspirations. Life presents many financial challenges—whether it’s saving for a home, starting a family, or planning for a secure retirement. Stressing over finances shouldn’t take away from the life you want to enjoy. My goal is to provide clarity and confidence by creating a comprehensive financial plan that allows you to move forward with peace of mind.
My Approach
My experience in retail banking taught me that strong client relationships are built on outstanding service. I started my career in finance with a passion for helping those who feel uncertain about financial planning, guiding them toward clarity and confidence. Now, as an Associate Planner at Dedicated Wealth Partners, I create personalized strategies to help clients achieve their financial goals and live the life they envision.
While pursuing a Bachelor of Science in Finance with a concentration in Financial Planning at Framingham State, I have developed expertise in financial planning, estate planning, and personal finance. I believe every client deserves a thoughtful, tailored approach that addresses their unique needs with care and precision. My mission is to provide financial peace of mind, ensuring clients feel secure, confident, and in control of their financial future.
Contact
I'd love the opportunity to connect and explore how I can help you achieve your financial goals.
(978) 778-0925