Sam S. Merrick, MBA

Sam Merrick joined Horizon Financial Services, LLC in July 2024 as a Financial Planner, bringing a dynamic blend of financial expertise, real-world experience, and a deep commitment to client relationships. With an MBA from Loyola University and a Series 65 license, Sam is dedicated to helping individuals and families navigate their financial futures with confidence. He specializes in investment analysis, financial planning, and client service, ensuring that every client receives thoughtful, personalized guidance.

Before transitioning to financial planning, Sam spent 30 years as an educator, teaching history and fostering critical thinking in the classroom. His ability to connect with people, explain complex ideas in an accessible way, and guide others toward informed decisions carries over seamlessly into his financial planning work. In addition to his teaching career, Sam has also been a licensed real estate agent, providing him with a unique perspective on wealth-building and asset management.

Sam and his wife moved to Winston-Salem in 2013 from Baltimore, along with their two daughters. An active member of the community, he serves in Kiwanis International and coaches youth lacrosse, embodying his belief in mentorship and service. Outside of work, he enjoys playing tennis, exploring history, and spending time with his family. Whether hiking in the mountains or enjoying the Carolina coast, Sam values the relationships and experiences that make life meaningful—an approach he brings to every client he works with at Horizon.

At the heart of Sam’s philosophy is the belief that financial planning is more than numbers—it’s about understanding each client’s unique goals and aspirations, building trust, and guiding them toward lasting financial well-being.