Sam Galloway, CFP® in

Sam Galloway, CFP®

Login to view DISC.
Vice President, Investment Advisory Services at Valmark Financial Group
📍 Akron, Ohio, United States

As Vice President of Investment Advisory Services at Valmark Financial Group, Sam Galloway focuses on strategy, operations, and client experience. He leverages technology to enhance efficiency and is committed to developing his team. A Chaminade University graduate, he holds CFP®, Series 7, 24, and 66 licenses, demonstrating his deep industry expertise.

Outside of work, Sam is an avid golfer and enjoys team outings. During his time as a student-athlete in college, he was recognized with the Silversword Award for best representing the universitys values through his athletic career, highlighting a long-standing commitment to character and teamwork.

Unique fact: He recently won his companys annual golf outing, admitting with humor that he had some help from his "trusty foot wedge. "

Read the full overview →
Experience
12 Years
Current Role
Vice President, Investment Advisory Services
Job Level
Senior
Location
Akron, Ohio, United States
Personality Overview

How Sam shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Sam cares about

Client Experience
His role emphasizes building a "world class client service team" and enhancing the overall client journey.
Operational Efficiency
He focuses on identifying and closing gaps in technology and processes to add structure to his operations group.
+6 more topics Login to view topics
Career

Work history

8-2025
Vice President, Investment Advisory Services
Valmark Financial Group
5-2023 - 8-2025
Director, Investment Advisory Services
Valmark Financial Group
3-2018 - 5-2023
Director, Vendor Relations
Valmark Financial Group
7-2017 - 3-2018
Partner Success
New Engen, Inc.
11-2015 - 7-2017
401(k) Sales Support
Fisher Investments
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Arts (B.A.)
Chaminade University of Honolulu
2020 - 2021
Executive Program for CFP® Certification
University of Georgia - Terry College of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Valmark Financial Group Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Sam. Free, 10 seconds.