Lauria Financial
Samuel John Lauria III
Wealth Management Advisor
Personal
Sam is a lifetime resident of Fairfield County. Sam grew up in Fairfield, CT with his sister Jennifer, mother Debra and father Sam. After attending Fairfield College Preparatory School from 1995 – 1998, Sam stayed close to home and transitioned to the Charles F. Dolan School of Business at Fairfield University. From an early age, Sam watched his father run a successful small business in Bridgeport, CT. Admiring the relationships his dad built over the years made Sam realize he also wanted to be an entrepreneur and own a small business one day.
In the spring of 2001 Sam began an internship with Northwestern Mutual in the Ridgefield, CT office under Managing Director Walter Pierz. That internship migrated into a full-time career that began in the spring 2002. Shortly after starting his career in 2002, Sam moved to South Norwalk, CT where he lived for 10 years.
In 2011 Sam met his future wife Ashleigh who lived in Naples, FL. After 12 months of flying back and forth Ashleigh decided to move from Florida to CT after accepting a job in Westchester, NY as the eCommerce Buyer for Nine West. After living in South Norwalk for 3 years Ashleigh and Sam decided it was time to start a family and moved to Wilton, CT. In 2015 that dream came true with their first son, Max and in 2018 welcomed their daughter Kendall.
Ashleigh, Kendall, Max and Sam continue to live in Wilton, CT enjoying everything the suburbs have to offer. Sam currently coaches both Max and Kendall’s Flag Football teams and also helps with Max’s spring Baseball team. Sam’s career and business are constantly growing with the help and support of his wife Ashleigh and associate Keri. Sam has built a great passion for helping people achieve financial stability and wants to work as long as possible so he can watch his clients grow and enjoy the plans they work so hard to achieve.
Professional
After graduating from Fairfield University with a major degree in Information Systems Management and a minor degree in Finance, Sam knew he wanted to pursue a career in the financial world. Now he has the ability to use his financial skills to help his clients achieve financial security over a lifetime.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2012-2015
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
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National Association of Insurance and Financial Advisors Quality Award 2011-2015
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2008-2010
- Award recognizing persistency and performance
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
