Sam Philbrook | Financial Advisor

 

Contact Information
617-526-8269
jphilbrook@financialguide.com

280 Congress Street, Suite 1300
Boston, MA 02210

Managing Director

Sam graduated from Norwich University in May, 2013. While at Norwich, Sam was in the Corps of Cadets and was the captain of the baseball team in his Junior and Senior years. After Norwich, Sam was commissioned into the United States Army as an Infantry officer. Once his active duty time was complete, Sam transitioned to the Vermont Army National Guard and started a financial services career with Northwestern Mutual before quickly joining CFG in 2015.

Sam chose a career in the financial services industry for several reasons. One of the biggest influences in making this decision was the ability to own his practice and focus on having a positive impact on his friends, family, community as well as the clients he had yet to meet. Sam specializes in working with military and government personnel, as well as small business owners and medical professionals.

Currently, Sam resides on the Southcoast of Massachusetts with his wife, Sarah, and their three children, Abel, Grayson, and Emmy. Outside of CFG, Sam volunteers on the Norwich University Board of Alumni Association as well as a number of nonprofits in the Southcoast area. In his free time, Sam enjoys traveling with his family, golfing, playing baseball and football, as well as reading.

 

 

Questions? Let’s Chat.

Feel free to reach out with any questions about our services or if you just want to send a personal note.

 
 
 
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Brian O’Sullivan | Financial Advisor