Samuel Loring - Morgan Keegan, IL

Sam Loring, AWMA®

Financial Advisor
Private Client Group

13 Wolf Creek Dr.
Swansea, IL 62226
Phone - (618) 641-2181
samuel.loring @morgankeegan.com

 

Welcome!  Thank you for visiting this site.

My team and I provide wealth management consulting and investment management services to institutions, endowments, businesses and individuals.  My team at Morgan Keegan assist clients with the design, execution and monitoring of their investment and financial plans in a cost-effective and objective manner. 

Clients we serve include:

  • Individual & Family Investors
  • Endowments & Foundations
  • Taft-Hartley Plans
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Healthcare Organizations

  

An ACCREDITED WEALTH MANAGEMENT ADVISOR ® designee has ample knowledge of critical areas of wealth management, including investments, insurance, retirement planning, tax planning, and estate planning.  This knowledge can be used to effectively analyze and recommend wealth management strategies that take into account your entire financial picture.