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Samantha Karoly

Administrative Assistant

Samantha joined Clearstead in 2021. As a member of the Institutional Operations group, she is responsible for account onboarding, maintenance, account transactions, and other service requests. She provides direct support to the Institutional consultants and clients. Samantha aides with internal database integrations, maintains up-to-date client information, and works with all departments to provide Institutional Clients with exceptional service.

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 billing claims.

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Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to 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.

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