Senior Associate, Operations and Client Service
As an Operations Associate, Samantha ensures quality and simplicity to client operations so team members and wealth consultants 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 15 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 two sons, Samantha joined the Winthrop Wealth Team. In her spare time, Samantha enjoys cooking, working out, boating and spending time with her family.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.