Samantha is a Senior Advisor Associate in the firm’s Fulton, Maryland office. In this role, she serves as an additional point of contact for clients and works closely with the advisors to service requests from clients.
She currently resides in Baltimore, Maryland and enjoys traveling in her free time.
Previous Experience
- Financial Representative at Fidelity Investments
Education & Credentials
- BS, Towson University
- Financial Paraplanner Qualified Professional (FPQP™)
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
