Raymond James

Sam Rockwell is a Financial Advisor with Raymond James and was driven to the financial services profession after seeing firsthand the value that a carefully crafted financial plan has, and its effect on individuals and their loved ones.

He employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet his clients’ specific needs.

Sam believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. He is deeply committed to helping his clients realize their long-term financial goals, with the intent of being their trusted wealth advisor for life.

Prior to beginning his career in financial services in 2019, he worked in the technology sector as a consultant for 5 years. He received his undergraduate degree from Florida Gulf Coast University and his MBA from University of Florida.

Originally from Boston, Massachusetts, he is active in the community as a volunteer for organizations such as Chi Chi Rodriguez Youth Academy and National Pediatric Cancer Foundation. He is a member of Bay Area Young Professionals and the Safety Harbor Chamber of Commerce. He enjoys golfing, fishing, cooking, and spending time with family and friends. Sam is married to his wife, Sarah, who he has known since childhood. Sarah is a clinical pharmacist and together they have a Golden Retriever named Griffin and a cat named Poppy.

Raymond James is not affiliated with the above organizations.

• Corporate Retirement Plans
• Families & Individuals
• Healthcare Professionals
• Retirees
• Sudden Wealth

• Sam Rockwell, MBA, CFP®
  Financial Advisor
  11300 State Road 54

  Trinity, FL 34655
  Phone: (727) 375-5490
  Send an Email