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Sam Paganelli, CFA®

Associate Advisor

Sam is a CFA charterholder and Associate 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. His wife Claire, is a CPA and tax accountant. Sam enjoys chess, basketball, improving at golf, watching football, and spending time with his wife outside of work.

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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Defense Wins Championships: Bonds and Your 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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