Forbes Best-In-State Wealth Advisor award
Pete Sampson Executive Vice President / Wealth Management, Financial Advisor of The Sampson Wealth Advisory Group has been named to the Forbes 2023 Best-In-State Wealth Advisors list.
“Congratulations to Pete on this recognition by Forbes,” said Kevin Reed, President of the firm’s Private Client Group. “Pete sets the standard for his commitment to exceed his client’s expectations and for delivering comprehensive advice to meet financial goals. We’re proud to have Pete at Janney.”
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
ABOUT PETER SAMPSON
Pete has over 40 years of industry experience, and joined Janney in 2012. His prior experience includes: Trust Company Bank, where he was a Credit Analyst and Assistant Branch Manager, and Morgan Stanley Smith Barney, where he was Senior Vice President / Portfolio Manager. Pete began his investment career in 1981 with The Robinson-Humphrey Company, which through mergers became Morgan Stanley Smith Barney.
Pete has been a member of the CEO Roundtable Club at Janney for the last three years, was a part of the Chairman's Council at Smith Barney, and was named a member of the American Funds All-American Team. Pete has also been named as a Forbes Best-In-State Wealth Advisor for two consecutive years in 2021 and 2022.
Pete holds a degree in Financial Management from Clemson University. He was formerly the Chairman of the Board of Trustees at First Baptist Church of Aiken and formerly on the Board of the Palmetto Golf Club. He was recently the Vice Chair of the First Baptist Church deacons and is on the Finance Committee of First Baptist Church.
