Samantha, who serves as the Resource Education Coordinator to the Greater New York Market, works closely with the Leadership Team to provide a range of direct services to Financial Advisors and their teams. Sam, who started with Waddel l& Reed in January 2018 assists Advisors with navigation, training and support for numerous Waddell & Reed systems. In that role, Advisors have come to see Sam as a true partner in assisting them and by extension, their clients.
She graduated from Albertus Magnus College with her Bachelor’s degree in Sociology, with a concentration in Social Work. Samantha brings with her a lengthy background of working with individuals to help them find ways to further their success in personal and professional goals. Her background includes over 9 years working in various Business Management/ Coordinator roles.
Samantha resides in Branford, CT with her husband and two children; Connor and Hailey. When not working, she enjoys being involved in her children’s activities and spending time with her family and friends.
Samantha acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced. 09/18