After a thriving career as a real estate broker and business owner in Phoenix, Arizona, Sam strategically negotiated the sale of her company, paving the way for a dynamic shift into financial services in 2008.
In her capacity as an advisor, Sam naturally gravitated toward business owners like herself-helping them build financial foundations and cultivate enduring succession plans. It wasn’t long before she realized the businesses she truly wanted to help were those of fellow financial professionals. This realization has culminated in her current role at Sovran Advisors, where she is dedicated to transforming the trajectories of experienced advisors seeking to amplify their financial practices.
In Sam’s role, she relishes the process of identifying accomplished advisors and teams eager to scale their practices while maximizing overall value. For Sam, professional success is not just a numerical metric; it’s measured by the satisfaction of our advisors, who are flourishing independently within our model.
Sam is a Southern California native, finding joy in exploring and conquering the hidden staircases that weave through the Los Angeles landscape.
Join Sam in a conversation to discuss your practice and how it might benefit from growth at Sovran, where we don’t just build careers; we cultivate success stories.
Samantha is an Investment Adviser Representative with Sovran Advisors, LLC.