Samuel Ogbonna, CFP®, CPWA®
Financial Advisor
Vice President
Dallas, TX
About Samuel Ogbonna, CFP®, CPWA®
Samuel Ogbonna joined Private Capital Management in 2021. Beginning his career in 2010, Samuel brings extensive knowledge and experience to his role as an Advisor for PCM. Prior to joining PCM, Samuel was most recently a Financial Advisor with UBS Financial. Prior to that, Samuel was a Senior Wealth Advisor with USAA. In both roles, Samuel worked collaboratively with clients to develop holistic investment and financial recommendations. In his role with PCM, Samuel continues these efforts as he works with clients to solve life's biggest challenges.
Samuel graduated with a Bachelor of Arts in Business Administration from Sam Houston State University. Samuel is a Certified Financial Planner® professional and a Certified Private Wealth Advisor®, CPWA® designee.
Samuel graduated with a Bachelor of Arts in Business Administration from Sam Houston State University. Samuel is a Certified Financial Planner® professional and a Certified Private Wealth Advisor®, CPWA® designee.
Private Capital Management (PCM) is a trade name (doing business as) of SouthState Private Capital Management LLC (SSPCM). SSPCM is a wholly owned subsidiary of SouthState Bank, N.A., doing business as SouthState. SSPCM's current written disclosure Form ADV Brochure and Form CRS containing important information about SSPCM's business operations, services, and fees is available upon request. Form ADV Part 1A and 2A are publicly available and may be viewed at https://www.adviserinfo.sec.gov/. Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if PCM is engaged, or continues to be engaged, to provide investment advisory services. Products and services offered by SSPCM are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
Education & Certifications
- BA in Business Administration - Sam Houston State University
- Certified Financial Planner® (CFP)
- Certified Private Wealth Advisor® (CPWA)
