Cameron Executive Network Mentor

Sam Catlett

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Sam began his investment industry career in 1999 and joined Stifel in 2022. His passion lies in digging deep to truly understand his clients’ most important needs and priorities, as well as developing comprehensive and creative strategies to address them. Along with the associates in the home office, he is involved in every aspect of financial planning for our clients, from education, retirement, tax, estate, and legacy planning strategies to business succession and exit strategies. He holds the Certified Financial Planner™ and Certified Private Wealth Advisor® certifications, as well as the Certified Exit Planning Advisor designation.

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