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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com


ATLANTA
Sam Dashiell
Senior Vice President, Private Wealth Advisor
EXPERIENCE
  • Owned a commercial real estate investment company
  • Certified Commercial Investment Member
  • Actively involved with the Palm Beach Civic Association, Opportunity Early Childhood Education and Family Center, the Preservation Foundation of Palm Beach and the Nashville Ballet
EDUCATION
  • BA, American University

Who I work with

Many of my clients have had a transactional brokerage experience previously and come to me seeking a deeper, more holistic wealth advisory relationship. Whether they’re selling a business, receiving an inheritance or experiencing another big life transition, I serve as a trusted guide who can marshal the robust resources of Capital Group to help them move toward the future they want. My clients have told me they appreciate my deep experience, respectful leadership and ability to be a thought partner.

Why I’m at Capital Group Private Client Services

I am proud to be part of a firm with extremely high integrity, and one that places a premium on client service. My team and I bring a lot of enthusiasm and care to our work, and I consider it a privilege to work for a firm that shares my ideals.

What I find most rewarding about my work

I studied poetry and politics earlier in life, and now I deal in a more data-driven science, but one that similarly centers on defining what drives one’s goals. I like to marry the precision of this field with my calling to accomplish the truly important. I find great satisfaction in helping my clients pursue their most ardent ambitions.

“I believe in getting it right from the beginning. Clients are often surprised yet comforted by the number of questions I pose and the care I take from the moment we meet. That foundation helps us form a trusting and deeply personal relationship over time.”

Sam Dashiell