Samantha joined our planning team in 2019 and is a Senior Wealth Planning Analyst. She works closely with the planning and investment departments to develop and implement comprehensive and customized financial strategies to assist clients in the pursuit and attainment of their unique goals. Samantha is particularly interested in the complexity surrounding divorce and plans to pursue her CDFA® designation. Prior to Waldron, Samantha worked as a financial advisor for Raymond James Financial Services.
In her free time, Samantha enjoys Pittsburgh sports, yoga, hiking, and walking her German Shepherd.
Education & Certificates
B.S.B.A. in Finance, University of Pittsburgh
CERTIFIED FINANCIAL PLANNER™ Professional
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