Email: samantha@syracusewealth.com
"Sam" or "Sammy Davis Jr., Jr."
Samantha began her career at Syracuse Wealth as a client service specialist in the fall of 2023. She has rapidly progressed into the role of client services manager, as well as an administrative assistant to the financial representatives and executive assistant. Samantha's main focus is on client relations, managing and maintaining accounts, and anticipating client needs. When interacting with our clients, she handles everyone with the up-most respect and care, from start to finish. Samantha has made it her goal to grow personally and professionally within the financial industry.
In her spare time, Samantha is a mother to a beautiful little girl. She enjoys DIY projects around the house and spending time with her family.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Syracuse Wealth Management and LPL Financial are separate entities.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Copyright © 2023 Syracuse Wealth Management - All Rights Reserved.