Skip to main content

Our financial advice team


Sam Marino, Financial Advisor serving the Baton Rouge, LA area - Ameriprise Advisors

Sam Marino

Financial Advisor

Vice President
UDB Financial
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 6 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Saving for Education
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Investments
  • Insurance
  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Qualifications

  • Series 7
  • Series 63

Education

  • Redemptorist High School, Baton Rouge, LA, 1972
  • Bachelor of Science, Business Administration & Management, LSU, Baton Rouge, LA, 1977

Awards & recognition

  • UDB Financial, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Financial Consultant, UDB Financial, Baton Rouge, LA, 2007-2019, 12 years

Community participation

National Day of Service

Interests

Spending time with my wife & family at the Beach House in Blue Mountain, Florida

Visiting with my four grandchildren

Playing golf

Grilling by the pool

Giving my time to my local Church