Samantha A. Parker-Hopkins, CIMA®, CFP®, CRPS®
Senior Vice President - Wealth Management
Senior Retirement Plan Consultant
Institutional Consultant, UBS Institutional Consulting
Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex. That's why it’s more important than ever to choose an advisor who understands the challenges you face and offers the advice and experience to help you meet them head on. With our comprehensive platform of industry-leading corporate services and solutions, and a proven process, I am well-positioned to help your organization by delivering a fully customized plan. Talk to me about how I can contribute to your company’s success today and in the future.
Samantha A. Parker-Hopkins has been recognized as an industry leader.
- Working Mother Magazine Top Wealth Adviser Moms, 2017
- NAPA Top Women Advisor List, 2016
- Financial Times Top 401 Retirement Plan Advisors, 2016, 2017