Samantha serves as Internal Consultant on the Insured Solutions team and is responsible for supporting Janney’s Financial Advisors across the Southeast Region. She develops annuity, life Insurance, and long-term care opportunities, while providing a consultative approach and internal support to Financial Advisors as they address their client’s financial needs.

Samantha has over 6.5 years of experience in the financial services and investment industry. Prior to joining Janney, she was an internal wholesaler with Great-West Financial and internal wholesaler at Empower Retirement. Most recently Samantha was a Sales Trainer with Empower Retirement for their Internal Sales desk. She graduated from West Chester University with a Bachelor of Science in Public Health. Samantha currently has the following licenses and professional designations: Life and Health insurance licenses, Series 6 & 63 and a Certification in Long-Term Care. She is currently working on her Series 7.

Personal Background

Samantha currently lives in West Chester, Pennsylvania, and enjoys spending time with her family and friends especially her two nephews. She is an avid Philadelphia sports fan and enjoys live music.

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

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