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Inactive

Cole George Samson

Savant Wealth Management

Westwood, MA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-30
NV RA APPROVED 2026-07-15
  • MA RA
    APPROVED
    Since 2026-07-30
  • NV RA
    APPROVED
    Since 2026-07-15

Branch Locations

100 Lowder Brook Dr. Ste 1000, Westwood, MA 02090 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bishop Gorman High School Las Vegas NV 07/2014 05/2018
Next Level Youth Football Las Vegas NV 01/2017 03/2018
Ati Physical Therapy North Las Vegas NV 06/2018 08/2018
Bentley University Football Waltham MA 01/2019 11/2021
Dream Big Wealth Strategies Worcester MA 03/2021 04/2022
Next Generation Wealth Hopkinton MA 06/2021 04/2022
Bentley University Waltham MA 08/2018 07/2022
Heritage Financial Services Westwood MA 07/2022 01/2025
The Investment Counsel Company Las Vegas NV 02/2025 05/2026
O'BAnnon, Anaya, & Co. Las Vegas NV 05/2019 08/2019
Savant Wealth Management Rockford IL 05/2026 Present
  • 07/2014 → 05/2018
    Bishop Gorman High School
    Las Vegas, NV
  • 01/2017 → 03/2018
    Next Level Youth Football
    Las Vegas, NV
  • 06/2018 → 08/2018
    Ati Physical Therapy
    North Las Vegas, NV
  • 01/2019 → 11/2021
    Bentley University Football
    Waltham, MA
  • 03/2021 → 04/2022
    Dream Big Wealth Strategies
    Worcester, MA
  • 06/2021 → 04/2022
    Next Generation Wealth
    Hopkinton, MA
  • 08/2018 → 07/2022
    Bentley University
    Waltham, MA
  • 07/2022 → 01/2025
    Heritage Financial Services
    Westwood, MA
  • 02/2025 → 05/2026
    The Investment Counsel Company
    Las Vegas, NV
  • 05/2019 → 08/2019
    O'BAnnon, Anaya, & Co.
    Las Vegas, NV
  • 05/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
Designations

View on SEC IAPD

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JOHN JOSEPH MCCARTHY
LINDA ANITA ODEGAARD
STEPHANIE LYNNE
GREGORY PAUL HART
DAVID CHARLES BARANOWSKI

Other Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA
BECK BODE LLC · DEDHAM, MA

More in Westwood, MA

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