Professional Experience

As a partner and chief compliance officer of Signature Financial Advisors, Sam Dodson helps clients achieve their financial goals by providing comprehensive financial planning services. Sam got his start in the industry in 1994, after serving in the public accounting industry, commercial banking industry, and as president of a credit union. His practice areas include:

• Income
• Estate, and Gift Tax Planning
• Wealth and Income Protection
• Wealth Management

Sam is a Certified Public Accountant (CPA) and a member of the Texas Society of Certified Public Accountants. He has the investment advisory licenses and holds the life, accident, and health insurance licenses in Texas. He graduated from Drexel University with a bachelor’s degree in business administration, majoring in accounting. He also has a Master of Science (MST) degree in business administration from Drexel as a Taxation major.

Sam has been married to the love of his life, Carole, since 1972. In his free time, Sam enjoys cooking and is the sous chef in their home.

Skills and Advantages

Summary Skills