Samantha Clark, Clf®, Cltc Email and Phone Number
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Samantha is a Managing Partner of the Center for Wealth Preservation (CWP); joining the firm in October 2019. Samantha’s responsibilities include training and mentoring a sales team of new and experienced Advisors, as well as building their Management and Leadership team.Samantha received her Bachelor of Science degree in Finance, and Bachelor of Arts degree in Choreography from the State University of New York at Buffalo. She has earned the Chartered Leadership Fellow® certification from the American College and is also a Certified Long-Term Care Specialist (CLTC) designee.An active volunteer, Samantha currently serves as the Executive Chair for the American Heart Association's Long Island Heart Walk for 2021. She actively gives empowerment messages to Women’s Bereavement groups on Long Island as well as a mentor for Moxxie Foundation. While she lived in Buffalo, Samantha volunteered with Buffalo's Child and Family Services and developed an Economic Empowerment Program aimed at increasing the economic self-sufficiency of victims of domestic violence. Outside the office, you will find Samantha riding her Peloton, practicing yoga, traveling and spending time with her husband, Adam, and their three children.Samantha Clark is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.com). 6800 Jericho Turnpike, Suite 202 West, Syosset, NY 11791. *Supervisory Office: 6800 Jericho Turnpike, Suite 202 West, Syosset, NY 11791 (516) 364-4203. The Center for Wealth Preservation is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.Licensed to sell insurance in: NY, NJ, MD, MI, MO, OH, CO, TX, GA, & FL and securities in: NYCRN202110-254846
Center For Wealth Preservation
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Chief Executive OfficerCenter For Wealth PreservationNew York, Ny, Us
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Managing PartnerCenter For Wealth Preservation Oct 2019 - PresentSyosset, New York, UsAnyone will tell you if there’s honor in what you do, it can make a world of difference. Our Financial Services Professionals take pride in their credibility as trusted business professionals who help others.We consider each client a life-long association, whose success is a reflection of our own. We take the time to educate our clients and help them to understand how decisions made today can benefit them in the future. This policy has proven successful for our clients and has strengthened this relationship.
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Executive ChairpersonAmerican Heart Association- Long Island Heart Walk 2021 Jan 2021 - Dec 2022I am honored to serve as the Chair for the 2021 Long Island Heart Walk supporting the great work the American Heart Association (AHA) is doing for our community. Heart disease has affected our family in more ways than one, and I am excited for the opportunity to build on this historical success of this impactful event. The AHA's mission for global health and wellness is more important than ever before, to ensure that everyone, everywhere has the opportunity for a longer, healthier life. As a leader in the Healthy for Good movement, I will work with local companies to help us engage our community in new and profound ways that lead to improved physical health and mental well-being. Our aim is to meet people where they are by providing them the resources and knowledge they need to make healthier choices- all while ensuring that everything we do is centered around health equity.
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Vp, Managing DirectorNational Financial Network, Llc Jan 2015 - Sep 2019What makes our firm different is adhering to our mission dedicated to helping PEOPLE use a proven successful PROCESS, only implementing PRODUCTS tailored to each individual's unique situation, forming an ALLIANCE and long-lasting bond with our clients and our professionals. National Financial Network also utilizes The Living Balance Sheet®, which allows our professionals to use an uncommon approach to achieve uncommon results.We are committed to partnering with professionals to coach them on how to grow successful sustainable businesses. Our firm is growing and looking to expand our team of professionals with passionate, driven, and motivated individuals who truly want to make a difference in the communities they serve.To apply for a position with our company, please visit our website http://www.natfin.net/career/
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Financial SpecialistGuardian Oct 2001 - Sep 2019Prior to joining CWP, Samantha was the Vice President and Senior Managing Director at Guardian Life Insurance Company. During her tenure there, she developed the agency’s interview and selection process, training curriculum and Leadership Academy. Samantha also held various leadership positions with Guardian, including: The Women’s Leadership Advisory Board and Field Advisory Council.
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Vice President Of Career DevelopmentAlliance Advisory Group, Inc. Mar 2008 - Dec 2014Buffalo, Ny, UsWe are committed to the personal growth and development of our Financial Advisors. We provide the training they need and a reputation that's respected throughout the area. We provide the tools that help them discover how moving from a selling to serving mindset can create unlimited opportunities.As an entrepreneur, our advisors have command of their own schedule as well as unlimited earning potential. We show them how to unlock their power to succeed by helping to identify their greatest abilities. Our advisers have the opportunity to realize the tremendous production advantages of a team-based mentoring environment.Choosing to become a Financial Advisor with Alliance Advisory Group can be a worthwhile investment, for the right person. It's a career that can be both personally and professionally rewarding. -
Financial Services ProfessionalAlliance Advisory Group, Inc. Oct 2001 - Dec 2014Buffalo, Ny, UsAs a finanical professional with Alliance Advisory Group, Inc., I use a unique macroeconomic approach that builds confidence and trust, giving my clients true peace of mind.Our process allows you to strive to exceed the results that traditional needs-based plans have yielded. We will show you how to use your current and future financial resources to create, build, utilize and distribute your personal and business assets. By applying our integrated financial approach, I will help you to: -Focus on your goals, not just your needs -Organize and take charge of your financial life -Learn how to effectively manage your money -Coordinate your financial decisions -Enhance your investment earning potential, taking into consideration your risk tolerance -Maximize value and performance while ensuring the efficient distribution of your assets
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President And Founder Of Buffalo Niagara Chapter Of WifsWomen In Insurance And Financial Services Oct 2007 - Oct 2011Women in Insurance and Financial Services is an organization built to help empower, educate and advance the success of women in the financial services industry.We have been successful in bringing a chapter to our Buffalo/Niagara area in October of 2007. Currently we have 23 members and are always looking to grow. We hold educational meetings quarterly, and a membership/networking drive in November.If you would like more information or know a female who would benefit from joining please feel free to contact me or visit the website at www.w-wifs.org
Samantha Clark, Clf®, Cltc Education Details
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State University Of New York At Buffalo - School Of ManagementFinance -
The American CollegeLeadership & Management
Frequently Asked Questions about Samantha Clark, Clf®, Cltc
What company does Samantha Clark, Clf®, Cltc work for?
Samantha Clark, Clf®, Cltc works for Center For Wealth Preservation
What is Samantha Clark, Clf®, Cltc's role at the current company?
Samantha Clark, Clf®, Cltc's current role is Chief Executive Officer.
What is Samantha Clark, Clf®, Cltc's email address?
Samantha Clark, Clf®, Cltc's email address is sa****@****lic.com
What is Samantha Clark, Clf®, Cltc's direct phone number?
Samantha Clark, Clf®, Cltc's direct phone number is +171681*****
What schools did Samantha Clark, Clf®, Cltc attend?
Samantha Clark, Clf®, Cltc attended State University Of New York At Buffalo - School Of Management, The American College.
What are some of Samantha Clark, Clf®, Cltc's interests?
Samantha Clark, Clf®, Cltc has interest in Financial Strategies, Investments, Insurance.
Who are Samantha Clark, Clf®, Cltc's colleagues?
Samantha Clark, Clf®, Cltc's colleagues are Margaret Mcdougall, Solomon Feldman, Sandra Babinsky, Mha, Vanessa Terry, John Franzino, Victoria Ramakrishnan, Robert N. Capra, Cfp®.
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