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The Principal

In 1976, Mr. Solomon began his financial career in the audit and tax divisions of one of the then "Big Eight" international certified public accounting firms. Sam joined Advisory Services, Ltd. in 1982.

Professional Accomplishments:

  • Certified Public Accountant (CPA)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Accredited Estate Planner (AEP)
  • Financial and Investment Consultant
  • Licenses Held or Previously Held:
    • Insurance (agent and counselor)
    • Real Estate (associate broker)
    • Securities


  • University of South Florida, College of Business Administration
    Bachelor of Arts, Major: Accounting, Cum Laude
  • Georgia State University, College of Business Administration
    Master of Taxation
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