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Samuel Nelson*, CFP®

Samuel Nelson*, CFP®

Investment Advisor Representative, Sales Director

Sam Nelson is a CERTIFIED FINANCIAL PLANNER™ professional with American Heritage Financial, located in the Pensacola office. He is currently serving the Gulf Coast with his vast knowledge in Financial Planning, Wealth Transfer, and Business Succession. Sam has a passion for “helping people solve problems that they know exist but do not otherwise know how to plan for.” He holds his Life, Health, and Variable Annuity license, as well as his Series 6, 7, 63, 65, and 24. Sam has his Bachelor’s of Science in Management with an emphasis in Finance and Economics from the United States Coast Guard Academy. He is an avid baseball fan and a coach for 3rd-5th grade soccer and baseball. He is also an active volunteer at church, a former member of the National Association of Insurance and Financial Advisors (NAIFA), and a former board member for the Good News Jail and Prison Ministry.