TC Wealth Partners  
Sam Paisley
Samuel Paisley - Operations Specialist

Samuel Paisley


Operations Specialist

  Business Operations Team

Sam Paisley will give you this advice: “The market does not care, or wait for anyone.” And Sam does what the market won’t. “My work keeps me patient and intensely focused,” he says. As Operations Specialist, Sam takes satisfaction in supporting the Operations Team for smooth and accurate completion of daily processing. This includes the processing of custody, delivery and receipt of assets, execution of money market trades, and updating cost basis reports.

Sam started his financial career at the Chicago Mercantile Exchange, followed by 25 great years as an institutional broker serving trading desks worldwide for Bank of Tokyo-Mitsubishi. More recently, Sam served for four years as an agent of New York Life Insurance Company.

Sam has a BS in finance from Eastern Illinois University, and previously held Series 3, 6 and 63 registrations with FINRA. He is also a Certified Financial Planner™ professional.

He enjoys officiating youth soccer and cannot spend enough time with his children, who are rapidly approaching adulthood.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.