Samantha or “Sam” is our Pershing “guru” and the person who manages all the transaction for the Team. Being appropriately licensed, she is solely responsible for all the account openings, bank drafts, RMDs, security purchases and redemptions, monthly withdrawal and investment services and the many movements of funds in and out of our system. If you need something done in a timely and accurate manner, you can depend on Sam to be that kind and understanding voice on the other end of the line. Along with being capable in utilizing all our investment tools through the Pershing platform, she also makes sure that everyone is in the correct investment models we have created for each risk tolerance profile and that everyone gets rebalanced in a timely manner. We feel blessed that she has brought her many talents to enhance our services to our clients.
On a personal note, Sam is also the mother of two handsome young men, Giovanni and Gavin. She is married to Joey and in their spare time, they love to play darts, pool, bowling and going to the shooting range. Sam also enjoys fishing, running and motorcycle rides in the country. She adores Harley Davidson motorcycles and in her dedication to the brand, you can find her pulling duty at the “Caliente” Harley Davidson store on Saturdays.
Waddell & Reed is not affiliated with any other entities referenced. 08/20