Samuel Ogbonna, CFP®, AWMA®

Financial Advisor

Samuel Ogbonna joined Private Capital Management in 2021. Beginning his career in 2010, Samuel brings extensive knowledge and experience to his role as an Advisor for PCM. Prior to joining PCM, Samuel was most recently a Financial Advisor with UBS Financial. Prior to that, Samuel was a Senior Wealth Advisor with USAA. In both roles, Samuel worked collaboratively with clients to develop holistic investment and financial recommendations. In his role with PCM, Samuel continues these efforts as he works with clients to solve life’s biggest challenges.

Samuel graduated with a B.A. in Business Administration from Sam Houston State University. Samuel is a Certified Financial PlannerTM (CFP®), and holds designations as an Accredited Asset Management Specialist (AAMS®), an Accredited Wealth Management Advisor (AWMA®), and Chartered Retirement Planning Counselor (CRPC).

Samuel is a Texas native and enjoys fishing, barbequing and spending time with his wife and son.

Samuel Ogbonna, CFP®
2101 Cedar Springs Rd., Suite 1000
Dallas, TX 75201

Direct: 214-720-1204
Main: 214-370-6999

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