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Samantha Beauvais assists the firm’s Wealth Managers and Lead Advisors with all aspects of wealth management, including data gathering and analysis, financial planning and portfolio reviews, meeting preparation and research, and client account maintenance. She also develops website and social media content for the firm.
Samantha passed the rigorous CFP® exam in March 2022 and currently holds the Chartered Special Needs Consultant® (ChSNC®) designation from the American College of Financial Services. She earned a Certificate in Financial Planning from Boston University and two Bachelor of Arts degrees—one in Anthropology, one in Psychology—from Florida Atlantic University. Samantha currently serves as president-elect for the Women in Insurance and Financial Services (WIFS) Gold Coast Chapter, and she is a member of the Financial Planning Association (FPA). She’s passionate about financial literacy and education, and she spends her free time reading, writing, and visiting National Parks across the country.