Sam Eppy

Sam Eppy's email & phone

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Managing Partner/Financial Advisor & Registered Representative at Levanti Wealth|Fort Lauderdale, Florida, United States

Position:

Managing Partner/Financial Advisor & Registered Representative at Levanti Wealth

Location:

Fort Lauderdale, Florida, United States

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Last updated: 2026-01-25
Updated: 2026-01-25

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Work Experience 19 years

Managing Partner/Financial Advisor & Registered Representative at Levanti Wealth

Jul 2022 - Current

Financial Advisor, Financial Planner and Registered Representative at Levanti Wealth

Jan 2010 - Current

Sales Manager at Levanti Wealth

Mar 2016 - Current

Head of Financial Planning at Coastal Wealth

Jul 2022 - Current

Operations Manager at Levanti Wealth

May 2009 - Jan 2010

Managing Director at LINQ Insurance

Jan 2022 - Apr 2022

Investment Specialist at LINQ Insurance

Sep 2021 - Apr 2022

Financial Advisor at LINQ Insurance

May 2009 - Apr 2022

Founder at Soarin Scooters

Jan 2007 - Mar 2008

Founder at Soarin Scooters

Jan 2007 - Mar 2008

Sam Eppy started working in 2007, then the employee has changed 3 companies and 8 jobs. On average, Sam Eppy works for one company for 5 years 1 month.

Education

Bachelor of Business Administration (B.B.A.) at University of Central Florida

Frequently Asked Questions

What is Sam Eppy's minimum period of employment in the companies?

Sam Eppy's minimum period of employment in various companies is 3 months.

What is Sam Eppy's average duration of employment for different companies?

On average, Sam Eppy works for one company for 2 years 10 months

What industries has Sam Eppy worked in?

Sam Eppy works in the Financial Services. Previously, Sam Eppy worked in the Insurance.

What positions has Sam Eppy held before?

Previously, Sam Eppy worked as a Financial Advisor, Financial Planner and Registered Representative, and Sales Manager, and Head of Financial Planning, and Operations Manager, and Managing Director.

How do I contact Sam Eppy?

Sam Eppy's phone number is +1-323-***-**37. Sign up to get contact details.

Who is the President/CEO/Director of the Levanti Wealth?

The President/CEO/Director of the Levanti Wealth is Maria

Other employees at Levanti Wealth

Name
Company
Position
John Saylor
Financial Services Professional
Ashley Hatton
Executive Assistant to Joseph Eppy
Maria
Director of Operations
Gary Seymour
Financial Services Representative

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