Samia is an advisor based in the firm’s Annapolis, Maryland office. She works directly with clients and supports the broader advisory team through effective communication, assisting in the financial planning process, providing additional tools and research, and exceptional execution of client requests.
Before joining the team, Samia worked as a Senior Auditor and Subject Matter Expert in mortgage lending at PHH Mortgage Corporation where she created audit policies and procedures and assisted in the training and development of staff.
Currently, Samia serves as a Board Member of the Financial Planning Association of Maryland and as a member of Wealthspire’s DEIB Committee. Originally from New York, Samia lived in Philadelphia and now resides in Pasadena, Maryland with her husband Mark, stepdaughter Leda, and their two kitties, Gaia and Freya. Outside of the office, she enjoys traveling and spending time with family and friends.
Previous Experience
- Nexit Strategist at Strategic Wealth Management Group
- Senior Auditor and SME at PHH Mortgage Corporation
- Team Leader at PHH Mortgage Corporation
Education & Credentials
- BBA, Temple University, Finance
- Certified Financial Planner™ (CFP®)
- Financial Paraplanner Qualified Professional (FPQP™)
- Series 65 license
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
