Sam Mickey provides customized tax-efficient financial, insurance, and estate planning strategies for individuals and their families, with specialization in the following:
- Savings and Investments
- Retirement and Estate Planning
- Life Insurance
- Long Term Care Insurance
- Disability Insurance
Sam Mickey’s began his professional career as a Research Analyst at 3i Capital Group, a leading international investment company focused on mid-market Private Equity and Infrastructure and later joined AXA Advisers, a global financial services company with $866 billion in assets under management (as of June 2018).
Sam Mickey successfully passed Financial Industry Regulatory Authority Series 7 and 66 licensing exams and is licensed as an agent for life, health, accident, and long-term-care insurance.