Sam P. Irvine

Samuel Irvine is a financial advisor with Davie Kaplan Wealth Care Advisors, LLC. He began his career at Northwestern Mutual where he focused on protection based investment strategies. Sam later transitioned to Morgan Stanley where he worked as an associate alongside multiple advisory teams. In his current role, Samuel focuses on diversified investment strategies that include actively managed portfolios, annuities, oil and gas partnerships, and business development companies. Samuel has passed the FINRA Series 7 & Series 66 exams, and holds his NY Life Accident and Health insurance license.

Education

  • B.A. Economics, The State University of New York at Geneseo

Affiliations

  • Flower City Habitat for Humanity – Homebuyer Counselor; Chairman of Habitat Young Professionals
  • Rochester High Noon Toastmasters
  • Boy Scouts of America Troop 209 – Eagle Scout

Activities

Sam enjoys anything that permits camaraderie, leadership and competition. He has competed in two half-marathons, and actively trains at his local CrossFit affiliate. He lives with his fiancé Amanda, and their two dogs, Sierra and Hunter.