Hartland_Silhouette_Woman

Samantha Karoly

Administrative Assistant

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.

Find Your Clarity

We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US