Samantha has been a valued team member of The Castle Group at Stephens Inc. in the Private Client Group, since 2015. Her focus is on client reporting, appreciation, and marketing. Samantha is also responsible for coordinating all client interactions through her management of the Team’s Calendar and Daily Agenda. This allows her to better understand and anticipate client needs and provide a training or systematic solution with the client in mind.
Prior to Stephens, from 2013-2015, Samantha was employed at a small, technology start-up company focused on the Financial Services Industry. In this role she served as a technology specialist, assisting institutional clients with the implementation of client facing solutions.
Samantha was born and raised in Winder, Georgia. She graduated from The University of the South-Sewanee in 2012, with a Bachelor’s Degree in Psychology and a Minor in Education. She now lives in Atlanta, Georgia with her husband, Justin, and their Yellow Lab, Tubby.