— ABOUT US —
Sam Hubbard, MBA, CFA, CDFA
Founder and Managing Director of Coastal Divorce Advisors, LLC
Sam established Coastal Divorce Advisors to provide clients with the support and guidance they need to make smart, unemotional financial decisions as they navigate the often overwhelming divorce process. Prior to founding the firm, Sam was a financial advisor at Merrill Lynch Wealth Management in New York City, where he developed financial plans, asset allocation models, and appropriate investment strategies for high-net-worth clients.
Born and raised in Savannah, Sam graduated from St. Andrew’s on the Marsh. He received a BA in Spanish from Furman University, in Greenville, South Carolina, and an MBA, with a dual concentration in finance and management, from Fordham University in New York City.
Sam also earned both the Chartered Financial Analyst (CFA) and the Certified Divorce Financial Analyst (CDFA™) designations as well as holds life, health and accident life insurance licenses. He is a member of the CFA Institute, the Atlanta Society of Financial and Investment Professionals (ASFIP), the Institute for Divorce Financial Analysts (IDFA) and the Association of Divorce Financial Planners (ADFP).
Sam is active in the local community, and is currently a member of:
- St. Andrew's School Alumni Board (President)
- Hospice Savannah (Board Member, Foundation Board)
- The CFO Council of Savannah (Board Member)
- The Metropolitan Rotary Club
- The Savannah Downtown Business Association
Sam also serves on the Investment Committee (IC) for the St. Andrew's School Endowment Fund. Additionally, Sam has been accepted into the Leadership Savannah class of 2017-18
After spending the past 16 years in New York City, he is happy to return to Savannah with his wife and their two young sons. Sam enjoys running and biking, and completed the NYC Marathon in 2004. He is also proficient in Spanish.