Financial Consultant, Personal & Workplace Investing
Fidelity Investments
Sam Whitaker joined Fidelity in 2022. Initially based in Dallas, he worked as an inbound Sales Advisor and then transitioned to a face- to-face role with clients in Houston. As a Financial Consultant, Sam assists clients in making informed investment decisions, focusing on both immediate solutions and long- term goals. His daily routine includes client meetings, reaching out to prospective clients, and dedicating time to personal development.
Sam’s journey with Fidelity began as an internship during college, and he has remained with the firm since then. He graduated from Baylor University with a degree in Professional Selling. The program was challenging but provided him with a supportive network and lifelong friendships, preparing him well for the corporate world.
Outside of work, Sam is involved with the Houston Livestock Show and Rodeo. He advises others to appreciate their unique experiences, learn from mistakes, and not let setbacks deter them.