Broker Check
Samantha Stephens

Samantha Stephens

LPL Registered Client Services Associate

Samantha's primary duties include assisting the advisors with paperwork, phone calls and client reviews.  Before joining GoodWealth Financial Partners in August of 2013, she spent 13 years working in her father's chiropractic office assisting with various office duties and insurance.

She resides in Boone with her husband and daughter.  Sam enjoys outdoor activities such as riding horses, kayaking, biking, training dogs and spending time with her family.

Samantha's Professional designations:

Life, Accident, Health licenses

SIE Finra Registration held through LPL

Series 7 Finra Registration held through LPL

Series 66 Finra Registration held through LPL