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Samantha Verzi

Samantha Verzi

Senior Registered Client Service Associate

Samantha is our client service expert solely focused to serve our clients administrative needs. A dedicated worker, Samantha passed both the Series 7 and 66 exams while working full time.

She attended the New York campus of Pace University and earned a Bachelor’s Degree in Criminal Justice with a minor in Sociology.  She now has over 15 years of financial service experience and serves our clients with a high level of efficiently and always with a smile.


When she is not working, Samantha enjoys jogging, reading, traveling and most importantly spending time with her family.