As a Senior Associate, Operations and Client Service, Samantha seeks to ensure quality and simplicity to client operations, so team members and Wealth Advisors are able to focus their efforts on client needs. Samantha graduated from the University of Hartford in 1991 with a Bachelor’s Degree in Communications.

Samantha holds her Series 7 and 63 licenses through LPL Financial and has over 20 years of experience in the financial services industry; five of those years spent working for LPL Financial in the Boston office.

After taking a few years off to raise her son and daughter, Samantha joined the Winthrop Wealth Team in 2011. In her spare time, Samantha enjoys spending time with her family, cooking healthy meals and time on Cape Cod.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.