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Samantha W
Series 63, Series 65
Sugar Grove, PA
Primerica Advisors
Samantha Woodin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at Primerica Advisors since 2014 and was previously employed at Lottsville Milling from 2015 to 2018. Outside of her advisory role, she is involved in sales of home security and automation products through a co-located affiliate of her firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while using a tiered wrap-fee structure.
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