Samantha Miner
Samantha joined the firm in 2021 after completing a Bank of America and Merrill Lynch Wealth Management internship Program. During this experience, she had the opportunity to explore multiple disciplines within the company, including Consumer and Small Business Banking and Consumer Investments. She was officially invited to join the Merrill team after demonstrating a genuine passion and strong talent for helping clients navigate complex financial decisions and achieve their investment goals. A confident member of the next generation of financial advisors at Merrill, Sam leverages the latest, cutting edge investment planning and technology and assists interested clients in utilizing financial planning apps. She believes that every investor should have a comprehensive understanding of their wealth, and she seeks to achieve this by not only personalizing their portfolio strategy but also tailoring each client's education.
A proud graduate of Christopher Newport University, Sam holds a B.S. in Business Administration with a concentration in Finance and a minor in Leadership Studies. She now calls Richmond, VA, home alongside her fiancé and puppy Fenway.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
