Sam Galloway, CFP®

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DISC Type : Dc

Vice President, Investment Advisory Services at Valmark Financial Group

Akron, Ohio, United States

Overview

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. "

Personality Overview

Fast But Wary

Demanding

Quality Focused

They are not always relationship oriented.  They respond better to strong and respectful interactions. More than the product, they care about the impact of the product.

Topics They Care 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.
Team Development
He frequently posts about hiring for his team and is passionate about providing team members with the knowledge needed to succeed.

Media Appearances

Sam has no verified media appearances

Work History

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

Education

Bachelor of Arts (B.A.) from Chaminade University of Honolulu
2020 - 2021
Executive Program for CFP® Certification from University of Georgia - Terry College of Business

More Information

Social Presence :

Prographics :

Exp : 12 Location : Akron, Ohio, United States Job Level : Senior Designation : Vice President, Investment Advisory Services at Valmark Financial Group
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Insights For Selling To Sam

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points without becoming too analytical
  • Make sure that you circle back fast on any action items, it wins their trust
  • Objectively showcase the impact that your product creates

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being a storyteller and don’t try to oversell
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sam is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Sam

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Sam move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Sam take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Sam

Personality Compatibility


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