Samantha Harris

Samantha Harris CFP®

Paraplanner

Samantha has the FINRA Series 7 and Series 66 securities registrations so she can assist you with the administrative details of managing your portfolio such as taking care of new account documents, handling distribution paperwork, IRA questions, and 401(k) account paperwork, in addition to answering many of your service questions.  Samantha received her Bachelors of Science in Finance from Salisbury University in 2015 and in 2017 she became a CERTIFIED FINANCIAL PLANNER™ professional.