Sam Thornal II
![]() | CFP®, CDFA, ChFC® Senior Financial Advisor |
(972) 866-7969
15301 Dallas Pkwy
Ste 1040
Addison, TX 75001
My Philosophy
I've been helping people reach their goals for 8 years.
As one of Ameriprise Financial's most experienced advisors, I know that everyone's financial picture is different, and that priorities change depending on their time horizon, how they accumulated their wealth, and their long- and short-term goals. So I help each of my clients develop a strategy tailored to their unique needs and goals.
Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.
License information
I am licensed and registered to conduct business in TX.
Based on licenses and registrations I hold, I may also conduct certain business in FL, NJ
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- General Financial Planning
- Income Tax Planning Strategies
- Domestic Partner Planning
- Women's Financial Strategies
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education


