Samantha Thompson
Advocate @ Complete B.S. | Health Insurance, Business Strategy
- Role
- VP Wealth Management at Terrawealth
- Location
- Wausau-Stevens Point, US
- LinkedIn followers
- 500 followers
About Samantha Thompson
With a background in health, human services, and wealth management, I bring a unique…
Experience
VP Wealth Management
Sep 2022 — Present · US
My responsibilities as an IAR fall into three categories: providing client service, compliance, and product expertise while maintaining a fiduciary stance. These include-Gathering and understanding client needs-Setting up the appropriate asset allocation based on the client\'s goals, risk tolerance, time horizon, etc-Monitoring portfolio performance against milestones to ensure that objectives are achieved-Educating clients on investment products and services and how they can be used to reach their goals-Recommend products that are in the best interest of clients according to his or her fiduciary duty, even if not provided by the company
Education
Northcentral Technical College
Associate of Arts and Sciences - AAS
2006 — 2008
Northcentral Technical College
Associate of Arts and Sciences - AAS
2006 — 2008
Upper Iowa University
Bachelor of Applied Science - BASc
2010 — 2013
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