Summary

• Sammy is the President and CEO of Heritage Financial Services, LLC. He brings over 22 years of diverse experience in finance to provide personalized wealth management to busy, successful individuals. 
• Always on a mission to educate and better the financial lives of others, Sammy provides financial education through his book, Beyond The Basics: Maximizing, Allocating, and Protecting Your Capital, his blog, "," and as host of the podcast, "Wealthy Behavior."
• Sammy has shared his insights and opinions with leading financial publications including Barron’s and in 2023 was recognized as one of Investopedia’s Top 100 Advisors.

Experience

As President and CEO of Heritage Financial, Sammy leads a dynamic organization providing meticulous wealth management services. He is focused on maintaining the firm's cutting-edge status by charting a long-term strategic course and driving the execution of its strategic initiatives.

In addition to his leadership role, Sammy serves on the Investment Committee, working closely with high-net-worth clients and cultivating relationships with prospective clients who fit the firm’s approach. He is the author of the five-star rated book Beyond The Basics: Maximizing, Allocating, and Protecting Your Capital, which focuses on key decisions to help individuals increase their wealth. Sammy also shares his insights on financial planning and investments through his blog, "," and hosts Heritage Financial’s podcast, "Wealthy Behavior."

Education

Sammy received his Bachelor of Arts from the University of Tor🍬onto and his Juris Doctor from the University of Maryland.

Quote from Sammy Azzouz

“The best financial plan is to save like a pessimist and invest like an opti☂mist.” - Morgan Housel