As a Financial Advisor, Samuel Kany serves the wealth management and financial planning needs of both individuals and businesses. Utilizing a wide array of tools and knowledge, Samuel helps clients navigate their financial journeys in pursuit of current and future financial goals. He focuses on developing close client relationships through efficient and transparent communication, to identify gaps and provide solutions that foster financial well-being.
Prior to becoming a registered Financial Advisor, Samuel worked as a Teller at Saco & Biddeford Savings. It’s where he first gained experience in the financial services industry. He executed teller transactions and recommended bank products to align with the unique needs of each customer.
He first discovered his passion for helping others reach their goals when he worked as an ice hockey instructor. He taught clients of all ages and skillsets, and implemented customized plans accounting for the strengths, weaknesses, and goals of each client.
“I take great pride in seeing the strides of progress that clients make over time. My goal is to ease the stress associated with complex financial planning. Through experience, I have learned each situation is unique and requires a big-picture approach, focusing on each client’s entire financial situation. Life is a dynamic road, and thus goals will be too. Therefore, it is important to maintain effective communication to ensure the changing circumstances of the client are supported by a suitable financial strategy.”
Samuel earned a bachelor’s degree in economics from Trinity College-Hartford in 2021. Since graduating, he has earned Series 7 and Series 66 licensures.
Originally from Phoenix, Arizona, Samuel now resides in Falmouth, Maine. When he’s not working with clients, Samuel is spending summers with family on Pine Point Beach and playing hockey and skiing in the winter months.