Samantha “Sam”
Partner & Investment Adviser Representative
When my father invited me to join our family business, I didn’t hesitate. I was excited for the opportunity to have a positive impact — like he’s had — on the lives of so many families. He has always demonstrated the importance of being a lifelong learner, having a strong work ethic, and acting with sincerity and kindness. I’m also immensely grateful for the many years of financial knowledge he has shared with me, so that I can offer clients the same level of care and planning.
My approach begins with taking the time to truly listen and understand my clients’ needs, helping them bring their goals into focus. I prioritize building strong relationships and crafting customized financial plans that address each client’s unique situation, ensuring every puzzle piece fits together to create a fulfilling retirement.
I am a proud graduate of the University of North Carolina at Chapel Hill. I’m an Investment Adviser Representative (Series 65) and licensed in life and health insurance.
Born and raised in Wilmington, I lived in the Triangle for about 10 years before moving back home to join the family business. My husband, Neil, head brewer for Waterline, and I share our home with our sweet mutt, Jessie. In my free time, I enjoy making pottery, boating, expanding my vinyl collection, traveling and exploring the beautiful areas around Wilmington.