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@sagepointfinancial.com
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1 phone found area 866
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LinkedIn matched
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Samantha Scott is listed as Independent Financial Advisor at SagePoint Financial, a with 253 employees, based in Greater Boston, United States. AeroLeads shows a work email signal at sagepointfinancial.com, phone signal with area code 866, and a matched LinkedIn profile for Samantha Scott.
Samantha Scott previously worked as Branch Registered Rep at Citizens Bank and Assistant Branch Manager at Citizens Bank. Samantha Scott studied at Framingham State College.
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AeroLeads found 1 current-domain work email signal for Samantha Scott. Compare company email patterns before reaching out.
Third-Generation Independent Financial Advisor and Stock Broker in a family that has been providing financial and investment advice since 1967. Samantha is located in Framingham, MA but works with clients both locally and nationally. Samantha will consult with you one-on-one to offer personalized recommendations and support, while giving you strategic insight, positioning, and comparisons among the tremendous range of products that is available through SagePoint's cutting edge advisory platform.Samantha's affiliation with SagePoint Financial, one of the largest Independent Broker Dealers in the nation, gives her clients access to a tremendous range of investment products and services. Samantha holds her Series 6, 7, 63 and Series 65 as well as Life & Health Insurance Licenses. Contact Samantha at (508)861-7550 or SamScott@SagePointAdvisor.comSecurity and investment advisory services offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.Representatives may not be registered to provide securities and advisory services in all states.
Listed skills include Retirement Planning, Mutual Funds, Securities, Investments, and 43 others.
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Greater Boston Area
Samantha helps clients define their financial goals and establish a plan in order to accomplish these goals, both short and long term. Depending on what your needs are, and how much guidance you require, Samantha will customize a strategy that suits each client accordingly.
While maintaining the Assistant Branch Manager role at the Branch, Samantha was also in charge of generating and maintaining investment business. This role included both client prospecting, and working with existing bank customers to establish an investment portfolio aside from regular bank accounts. Met with clients one on one to determine investment objectives and then make recommendations accordingly.
As ABM for an in-store location, Samantha handled customer relations, generating new business, account openings, and mortgage referrals. Aside from client and account management, this role included overseeing the everyday functions of the bank: cash management, security, compliance, customer transactions, staffing, scheduling, etc.
Other employees you can reach at sagepointfinancial.com. View company contacts for 253 employees →
Clifford Robison
Colleague at Sagepoint FinancialCanton, Michigan, United States
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Jacque Reinert
Colleague at Sagepoint FinancialOverland Park, Kansas, United States
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Dennis Wood, Aif®
Colleague at Sagepoint FinancialCarmel, Indiana, United States
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Justin Martinez
Colleague at Sagepoint FinancialLos Angeles Metropolitan Area, United States
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Keith Gebler
Colleague at Sagepoint FinancialNewbury, New Hampshire, United States
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Tim Loftin
Colleague at Sagepoint FinancialBirmingham, Alabama, United States
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David Tall
Colleague at Sagepoint FinancialDana Point, California, United States
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Marilyn Kriewald
Colleague at Sagepoint FinancialTampa, Florida, United States
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Brittany Daniel
Colleague at Sagepoint FinancialMeridian, Idaho, United States
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JR
Janice Reynolds
Colleague at Sagepoint FinancialMorgantown, West Virginia, United States
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Activities and Societies: Honor Society, Cheerleading, Gymnastics, French, Community Service
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Samantha Scott works for SagePoint Financial.
Samantha Scott is listed as Independent Financial Advisor at SagePoint Financial.
AeroLeads has found 1 work email signal at @sagepointfinancial.com for Samantha Scott at SagePoint Financial.
AeroLeads has found 1 phone signal(s) with area code 866 for Samantha Scott at SagePoint Financial.
Samantha Scott is based in Greater Boston, United States while working with SagePoint Financial.
Samantha Scott has worked for Sagepoint Financial and Citizens Bank.
Samantha Scott's colleagues at SagePoint Financial include Clifford Robison, Jacque Reinert, Dennis Wood, Aif®, Justin Martinez, and Keith Gebler.
You can use AeroLeads to view verified contact signals for Samantha Scott at SagePoint Financial, including work email, phone, and LinkedIn data when available.
Samantha Scott studied at Framingham State College.
Samantha Scott is listed with skills including Retirement Planning, Mutual Funds, Securities, Investments, Financial Advisory, Series 63, Retirement, and Strategic Financial Planning.
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