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ML&R Wealth Management LLC
Maxwell Locke Ritter

Sam Bryant

Wealth Management Consultant

Professional Experience

As an Investment Advisor Representative, Sam has served in a consultative capacity with ML&R Wealth Management since January, 2006. He assists clients in preparation of investment strategies, portfolio management and risk management systems to achieve their life goals.


Prior to ML&R, Sam worked in health care and hi-tech industries in several corporate and senior level positions with Johnson & Johnson, Tandem Computers, and Applied Materials. Sam retired from Applied Materials in December 2002 and joined ML&R as a Solicitor from November 2003 to December 2005. Sam became an Investment Advisor Representative with the firm, as a consultant, in January, 2006.


Sam has passed the National Association of Securities Dealers’ General Securities Registered Representative (Series 65) Exam; Life and Health Insurance License Exam (Texas); Texas Real Estate License (Residential); and Sam has been awarded the Life Underwriter and Training Council Fellow (LUTCF) through the American College and the National Association of Insurance and Financial Advisors.
 

Industry Focus

  • Investment Management
  • Retirement Planning
  • Risk Management

Education

Tuskegee University, Tuskegee, AL

Community

Current: Texas Southern University, Regent; Mount Sinai Christian Academy, President; West Minister Manor, Director; Barbara Jordan Freedom Foundation, Trustee; Serves as a deacon and teaches Stewardship courses at his church; Sigma Pi Phi Professional Fraternity, Active Member.

Past: Greater Austin Chamber of Commerce; Junior Achievement; Tuskegee Alumni of Central Texas; Boys and Girls Club; Austin Area Research Organization; United Way Central Texas; Austin Community Foundation; INROADS of Central Texas; Breakthrough
 

Affiliations

National Association of Insurance and Financial Advisors