Samantha joined Clearstead in 2021 as an Administrative Assistant. She provides direct support to the Private Client Group, which includes processing tax information and distributing important documentation to clients and the group’s Client Service Associates. Samantha also provides support on a wide range of administrative functions for clients.

Prior to joining Clearstead, Samantha was an Office Administrator at Renaissance Classical Academy in North Carolina. She also worked in Patient Financial Services at Cape Fear Valley Health Systems, providing customer service, and acting as point of contact for insurance claims.