Sam Khan
About Sam Khan
Sam Khan is a Branch Manager at TD Ameritrade, focusing on creating goal-based financial plans tailored to clients' needs.
Title
Sam Khan is currently serving as the Branch Manager at TD Ameritrade. He has held this position since 2018. In this role, he oversees branch operations and ensures that the team meets the financial needs of clients.
Experience at TD Ameritrade
Before becoming the Branch Manager at TD Ameritrade, Sam Khan worked as a Senior Financial Consultant at the same company. Although information about the exact duration of this role is unclear, he has accumulated substantial experience within the organization. His background in financial consulting allows him to bring valuable insights to his current managerial role.
Client-Focused Financial Planning
Sam Khan places significant importance on creating customized, goal-based plans tailored to the unique needs of his clients. He actively engages with them to understand their priorities in financial planning, which can include retirement planning, education funding, and legacy planning. This approach ensures that every financial plan aligns with the individual objectives of each client.
Investment Solutions Discussions
In his capacity at TD Ameritrade, Sam Khan welcomes opportunities to discuss potential investment solutions with clients. He is committed to helping individuals, families, and business owners secure a better financial future by providing suitable investment options that align with their financial goals.