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Sam Paganelli, CFA®, CFP®

Advisor

Sam is a CFA charterholder, CERTIFIED FINANCIAL PLANNER™ professional, and Advisor at Rather & Kittrell. He graduated from the University of Tennessee with an accounting degree in 2018. During his time at UT, Sam was a member of the Global Leadership Scholars program and the Chancellor’s Honors Program. Sam spent three years in finance at Tennessee Valley Authority (TVA) before transitioning to Rather & Kittrell in June 2021. Sam wanted to change careers to pursue his passion for helping people with their finances. He believes a solid financial plan can provide peace of mind and clarity for clients, and he is excited at the opportunity to serve families in East Tennessee and beyond.

Sam graduated from Maryville High School and has lived in Maryville his whole life.  He enjoys chess, basketball, pickleball, improving at golf, watching football, and spending time with his wife, Claire, outside of work.

Sam and his wife Claire have two children: Anna and Eli.

Articles

Act Your Wage
Data continues to show the concept of living beyond your means can be found in any socioeconomic group. More specifically, this trend is seen in most Americans' non-mortgage debt.

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Why Should I Include Bonds in My Portfolio?
Why call riskier plays when your defense has the ultimate goal within reach? This same question can also apply to your retirement portfolio and bond allocation.

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Price Return and Total Return for U.S. Aggregate Bonds
Investors in the bond markets may have found themselves uncomfortable this year as rising interest...

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What Do I Do Once I Retire?
This Thanksgiving, reflect on the true meaning of fulfillment with a parable about a fisherman and a businessman. True contentment may already be within our reach, not in future accomplishments.

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March Madness and Financial Planning: How Teamwork Drives Success at Rather & Kittrell
From buzzer-beaters to financial planning, teamwork is key. Learn how collaboration and trust drive success at Rather & Kittrell—both on and off the court.

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More Than a Number: Why Listening Matters in Financial Planning
As someone who serves clients every day, I can’t help but notice how I’m treated...

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Swinging Big - Why Simplicity Is Important in Pickleball and Investing
I enjoy pickleball. So while visiting Hilton Head recently, I showed up for open play,...

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Tax Planning: Windshield or Rearview Mirror?
Filing your taxes and planning your taxes are not the same thing. Learn how forward-looking tax strategies can reduce what you owe over time.

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