Meet Sam
Sam is a Relationship Manager based in Scottsdale, Arizona. He joined Mercer Advisors in 2026, after completing a private wealth management internship at Prince Financial Services. Sam is motivated by the opportunity to help people and build meaningful relationships. He was inspired to pursue a career in the financial industry by his father, whose practice with family offices demonstrated the positive impact of helping others. He earned a B.A. degree in financial planning from Arizona State University.
His working style
Sam believes strong client relationships are built through meaningful conversations, reliable communication, and consistent follow-through. He enjoys getting to know clients, understanding their priorities, and providing a personalized experience while coordinating all aspects of their financial picture.
Sam in real life
Favorite thing about where you live?
I enjoy living in Scottsdale because the weather is warm and sunny most of the year. The city always has something to offer, and the people are friendly and welcoming.
What keeps you busy outside of work?
Outside of work, I enjoy going on bike rides around Scottsdale, staying active while outdoors.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because of the people and collaborative culture in our office. Working alongside dedicated professionals gives me the opportunity to learn something new every day and continually expand my knowledge.
Meet Sam’s Teammates
Hussein Elgohary
Wealth Advisor
What Sam Says
Hussein is a wealth of knowledge and is always willing to take the time to teach me something new. His thoughtful approach and dedication to understanding each client’s needs help us provide clients with attentive, personalized support.
Dawn Santeford
Relationship Manager
What Sam Says
Dawn is an incredible resource who always has the answer or an example to share. Her ability to wear different hats and keep our office organized helps our team provide clients with dependable support.
Yvonne Jimenez
Partner
What Sam Says
Yvonne has helped me grow by explaining not only what we are doing, but why it matters to the client. She welcomes collaboration, values my input, and works closely with me to help ensure clients feel heard, informed, and supported.
Susy Gibo
Sr. Client Development Associate
What Sam Says
Susy is exceptional at onboarding clients and makes the transition to me and my advisors feel smooth. She approaches new challenges with creativity and ensures clients feel welcomed and supported from the beginning, creating a solid foundation for their long-term relationship with Mercer Advisors.
Bret Seidman
Service Operations Associate
What Sam Says
Bret is a dependable resource who I work closely with to support our clients. Whether he’s working on a new account or a transfer, he stays on top of every detail and follows through, helping us provide clients with a positive experience.
Ready to learn more?
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