Preparing For Life's What Ifs: 

A Family Financial Conversation

REGISTER

 

Life is full of uncertainties. If something unexpected happened, would your loved ones know where to turn? Would they have access to essential financial documents, understand your plans, and know who to contact for guidance?

At SAM, we believe that proactive planning today can provide clarity and peace of mind for the future. That’s why we created the SAM Family Resource Binder—a secure and organized way to ensure your family has everything they need when it matters most.

Join our upcoming webinar as we discuss the importance of having these conversations! 

📅 Date: Wednesday, February 5, 2025
🕓 Time: 3:00 PM EST/ 12:00 PM PST
🎙️ Presented by: Kimberley Threadgill, CFP®, CDFA®, Senior Wealth Manager

Can’t Attend Live?

No problem—register now to receive the webinar recording to watch at your convenience.

 

 

Presenter

Kimberley Threadgill, CFP®, CDFA®

Kim strives to provide the best service to her clients at SAM in her role as a Senior Wealth Manager with a holistic financial approach to meeting her clients’ needs. Prior to joining SAM, she was a Vice President Client Advisor at JP Morgan Bank and VP Banker in JP Morgan Private Bank. She began her career as a financial advisor at Morgan Stanley where she earned her CERTIFIED FINANCIAL PLANNER® certification while advising clients and serving on the investment committee on a team managing $2B in assets. She has experience serving both high net worth and ultra-high net worth investors. In addition to the CFP®, Kim has earned her CDFA®, an accreditation for professionals who provide in-depth financial analysis and advice to attorneys and couples relating to divorce.

Kim graduated Magna Cum Laude with a Finance degree from Sam Houston State University and earned her CFP® certification after attending University of Georgia for post-graduate studies. She is a New Yorker by way of Houston and Atlanta.

 

What We Do

SAM is an SEC Registered Investment Adviser. As such we must act as a fiduciary, which means we must always put the client’s needs before ours. We take pride in our independent thinking. We avoid one-size-fits-all packaged products, creating tailored portfolios that cater to your individual goals—and add value over time.

SAM believes in multi-asset class investing, and invests not only in stocks and bonds, but also in less traditional asset classes such as commodities or real estate. Whether you're seeking an investment manager who shares your philosophy, you don't have the time to manage your investments, or you want to work with an advisor who understands the need to achieve higher risk-adjusted returns, we have the right solutions for you.