Samantha Velasco
Client Service Associate

Samantha services accounts, processes investments and life insurance, schedules reviews, provides general ongoing account maintenance, and manages our Lake Nona office. Samantha brings financial and hospitality experience to our team having recently worked for a global brokerage and trading services company, as well as having held a variety of office management and customer service positions. A long-time Central Florida resident, Samantha graduated from Professional and Technical High School at TECO and pursued courses through the University of Phoenix.