Samia L. Reed, FPQP™

Advisor Associate

Samia is an Advisor Associate in the firm’s Fulton, Maryland office. In this role, Samia supports advisors by maintaining client relationships through effective communication, assisting in the financial planning process, providing additional tools and research, and exceptional execution of client requests.

Before joining the team, Samia worked as a Senior Auditor and Subject Matter Expert in mortgage lending at PHH Mortgage Corporation where she created audit policies and procedures and assisted in the training and development of staff.

Currently, Samia serves as a Board Member of the Financial Planning Association of Maryland and is studying to become a Certified Financial Planner Professional.

Originally from New York, Samia lived in Philadelphia and now resides in Columbia, Maryland. Outside of the office, she enjoys traveling and spending time with family and friends.

Previous Experience

  • Senior Auditor and SME at PHH Mortgage Corporation
  • Team Leader at PHH Mortgage Corporation

Education & Credentials

  • BBA, Temple University, Finance
  • Financial Paraplanner Qualified Professional (FPQP)
  • Series 65 license

*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.