Samantha Caruso is a Registered Client Services Associate with over 7 years of experience in the financial services industry. Sam is dedicated to delivering exceptional service and support, ensuring each client interaction is handled with care, efficiency, and attention to detail. She takes pride in creating a seamless experience and helping clients feel confident and well-supported throughout their financial journey.

Known for her strong organizational skills and consistent follow-through, Sam works diligently behind the scenes to keep operations running smoothly while maintaining a client-first approach. She believes that clear communication and reliability are key to building lasting relationships.

In her role, Sam works closely with the team to support daily operations and enhance the overall client experience. Having worked with members of the team previously, she values those relationships and looks forward to continuing to build upon them.

Sam finds the greatest fulfillment in developing relationships and making a meaningful impact through her work.

Outside of the office, Sam enjoys spending time with her family, her husband Sonny, and their dog Rosie. She especially enjoys being outdoors during the summer, whether boating or spending time on the water.

Sam graduated from Nazareth College in Rochester, New York, where she earned her master’s degree.