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Samuel J Waller
Located in mid-town Manhattan, Lexington Financial & Insurance Services is a growing organization, offering access to the products and services of a world class company, including investments, estate analysis, retirement solutions, education funding, employee benefits and insurance. Education, motivation, and empowerment are the tools by which Sam Waller enables associates to envision and fulfill a successful future. The Network offers many opportunities for advancement through specialization or leadership roles and Managing Director, Sam Waller is an example of what can be accomplished with hard work and a commitment to excellence. He began his Network career as a full-time financial representative in 2002 and was appointed Managing Director in 2005 assuming responsibility for The Blumberg Group´s New York City office, Lexington Financial & Insurance Services in the same year. He has made his mark at the Network through client satisfaction, recruiting and development of new career agents. Sam is a member of the Million Dollar Round Table (MDRT) (2005-2008). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with MDRT. He is a Member of the National Association of Insurance Financial Advisors (NAIFA) and was award the National Quality Award recognizing persistence and performance in 2006 and 2007. The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. Sam is also a member of the Association for Advanced Life Underwriting (AALU), a national association of nearly 2,000 advanced life insurance planners who are committed to preserving insurance through political involvement. Sam is a graduate of The University of Delaware.
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