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All data is synthetic. Every person, account and transaction here is made up and used only for illustration. Signals are prompts for a conversation, not financial advice.

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Client profile · synthetic

Samuel Gallagher

UHNWAge 60-69Austin, TXGrowth riskWorks at GoogleAdvisor Elena Brandt

Net worth

$14.5M

assets minus liabilities

Assets

$16.5M

8 accounts

Liabilities

$2M

2 accounts

Take-home pay

$1M

last 12 months

Held with your firm 43%Held away 57%

$7,034,622$9,451,757

Balance history

HeldHeld awayNet worth

Linked accounts (8)

$16,486,378

John Hancock 401(k)••7770
Linked Aug 15, 2024
Away$3,880,450
Merrill Brokerage••6459
Linked Nov 27, 2023
Away$3,831,273
Your Firm Trust••6249
Linked Jun 7, 2024
Held$2,963,566
Your Firm Brokerage••2470
Linked Dec 13, 2023
Held$2,589,272
Bank of America Savings••2911
Linked Aug 27, 2024
Away$1,561,949
Your Firm IRA••1239
Linked Feb 27, 2023
Held$1,481,783
Citibank Checking••5194
Linked Oct 11, 2023
Away$149,407
John Hancock HSA••2920
Linked Oct 5, 2022
Away$28,678

Liabilities (2)

$2,007,384

Bank of America Mortgage••2205
Linked Jul 21, 2024
$1,936,241
Citibank Credit card••2695
Linked Sep 25, 2022
$71,143

Signal timeline (2)

Spending ShiftNov 10New
Samuel Gallagher's shopping spending is up 92% over the last 3 months
Large Inflow / OutflowNov 6New
$489.7K left Samuel Gallagher's Your Firm brokerage account