Samia Clookie, CFP®, CDFA®
Assistant Vice President
Samia serves as an Assistant Vice President and Advisor based in our Annapolis office and is deeply committed to helping clients gain clarity, confidence, and peace of mind around their financial lives. She works closely with individuals and families to identify what matters most to them, understand how their decisions impact long-term outcomes, and develop thoughtful, goal-driven strategies designed to support both financial security and personal wellbeing.
Samia is especially passionate about guiding clients through periods of transition and uncertainty. With a steady, empathetic approach, she helps individuals navigate life’s complexities, empowering them to make well-informed, intentional decisions that align with their values and long-term objectives.
In addition to her client work, Samia currently serves as a Board Member of the Financial Planning Association of Maryland and as Chair of the Women in Finance Committee, where she is actively involved in advancing professional excellence, mentorship, and the growth of women within the financial planning profession.
Samia is especially passionate about guiding clients through periods of transition and uncertainty. With a steady, empathetic approach, she helps individuals navigate life’s complexities, empowering them to make well-informed, intentional decisions that align with their values and long-term objectives.
In addition to her client work, Samia currently serves as a Board Member of the Financial Planning Association of Maryland and as Chair of the Women in Finance Committee, where she is actively involved in advancing professional excellence, mentorship, and the growth of women within the financial planning profession.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
