- America’s Top Wealth AdvisorsBarron's, 2017-2018
- Best-In-State Wealth AdvisorsForbes, 2017-2021
Barron's Top 1,200 U.S. Financial Advisors (03/08/18, data as of 09/30/17); (03/15/17, data as of 09/30/16). Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Forbes/SHOOK Top Wealth Advisors Best-In State (08/24/21, data as of 03/31/21); (08/25/20, data as of 03/31/20); (09/10/19, data as of 03/31/19); (09/12/18, data as of 06/30/18); (09/26/17, data as of 06/30/17). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced.
- Wealth Management Experience Since 1991Sam Hodgson is a Managing Director and Wealth Manager at First Republic Investment Management. Prior to joining First Republic in 2018, Sam was a Managing Director with Merrill Lynch where he began his career in 1991. Sam uses his 30 plus years of experience to guide high net worth clients with implementing strategies for wealth management, financial planning, concentrated stock and liquidity event planning. With his team at First Republic they help these clients with highly personalized strategies for nearly every aspect of their financial lives. The relationships they form with multiple generations of families are based on their unwavering commitment to putting clients’ needs first. Their goal is to be the first call clients make for all of their financial needs.
- EducationSam earned his bachelor’s degree from Middlebury College.