Sam Eppy, ChFC® CPFA®

Visionary
DISC Type : Ds

Managing Partner at Levanti Wealth

Fort Lauderdale, Florida, United States

Overview

Sam Eppy is the Managing Partner at Levanti Wealth, specializing in financial planning for business owners, attorneys, and their families. An alumnus of the University of Central Florida, he holds ChFC® and CPFA® certifications and is described by others as caring, dedicated, and hardworking.

Residing in Boca Raton with his family, Sam is a deeply engaged community leader. He is a founding member of the United Way of Broward Countys Envision Broward initiative and has served on the boards of the Broward Jewish Federation and Jewish Family Home Care.

Sam was recognized by Forbes as a Top Financial Security Professional.

Personality Overview

Direct & Assertive

Big Vision Person

Risk Tolerant

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Legal Financial Planning
He has a specialized focus and unique appreciation for working with attorneys and law firms, building a large client base in the legal community.
Tax-Efficient Strategies
He emphasizes creating defensive plans for clients to use their wealth in retirement while minimizing taxes, a key part of his holistic approach.
Community Leadership
He is a founding member of Envision Broward with the United Way and has held leadership roles with the Broward Jewish Federation and Jewish Family Services.

Media Appearances

Sam has no verified media appearances

Work History

7-2022
Managing Partner at Levanti Wealth
1-2010
Financial Advisor, Registered Representative at Levanti Wealth
3-2016
Sales Manager at Levanti Wealth
7-2022
Head of Financial Planning at Coastal Wealth, a MassMutual firm
1-2022 - 4-2022
Managing Director at MassMutual Miami

Education

2004 - 2009
Bachelor of Business Administration (B.B.A.) from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 17 Location : Fort Lauderdale, Florida, United States Job Level : Junior Designation : Managing Partner at Levanti Wealth
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Suggest clear next steps with confidence, don't be vague or hesitant
  • Use phrases like 'your team deserves', 'best in class' etc.
  • Focus on the results that your product produces, expect some strategic questions in return

DONT's

  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Sam

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Sam take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Sam

Personality Compatibility


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