We understand the challenges you face throughout life’s important personal and professional milestones. Your financial life encompasses much more than your investments. It includes your goals for the future and how you want to live right now. Accessing the deep resources of UBS, our team is strongly positioned to address the realities of today’s economy and meet the wide range of your sophisticated needs.
Samantha A. Parker-Hopkins, CIMA®, CFP®, CEPA®, CRPS®
Samantha has distinguished herself among her peers by earning the designation of Certified Investment Management AnalystSM (CIMA®). The intensive CIMA program is designed to deepen the consultant's investment expertise and wealth management insights. She also has agreed to adhere to the IMCA Code of Professional Responsibility when guiding clients through all types of market conditions. The CIMA designation belongs to an elite group in the investment profession. Awarded by the Investment Management Consultants Association (IMCA), it encourages high standards in the investment consulting profession. CIMA designees must succeed in a rigorous academic program that focuses on asset allocation, manager search, identification and recommendation, investment policy and performance measurement and is taught in partnership with the Wharton School of Business. CIMA designees are required to maintain their credentials through extensive continuing education. In addition, Samantha is a CERTIFIED FINANCIAL PLANNER™ (CFP®) & Chartered Retirement Plan Specialist®. Samantha is also a Certified Exit Planning Advisor (CEPA) who assists business owners in monitizing their life's work.
Samantha has provided advisory services to private clients as well as institutional consulting services to defined benefit/contribution plans, profit sharing plans, non-qualified corporate plans, endowments, foundations and non-profits for over 17 years.
She holds an M.B.A. from Crummer Graduate School of Business at Rollins College & B.S. degrees in Accounting & Finance from the University of South Florida. She began her career in public accounting in 1992, later transitioning to corporate finance, mergers and acquisitions, where she was active in the tax-free spin-off of Eveready Battery from Ralston Purina in 1999-2000 and performed analytical analysis and reporting on various global subsidiaries of both companies, working in over 15 countries. In addition, Samantha was integral in the evaluation and later build out of Energizer's first ever battery manufacturing plant in China during 1999. In 2001, Samantha transitioned her career to the investment consulting industry, initially working with Smith Barney before joining UBS Financial Services in 2008.
She is FINRA-registered and holds Series 7, 9, 10, 31, 63, and 65 securities licenses, as well as licenses for life, accident and health insurance and variable annuities. She is a graduate of Leadership Lakeland Class XXIX and is a member of the following organizations: Council on Foundations, NAPA-National Association of Plan Advisors, IMCA-Investment Management Consultants Association, Financial Planning Association, Lakeland Chamber of Commerce, LRMC Women in Philanthropy, United Way of Central Florida Community Investment Team. She has also earned membership in Beta Alpha Psi accounting honors society and Order of Omega leadership honor society.
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MI, MO, NC, NJ, NV, NY, OH, OK, PA, SC, TX, UT
David R. Parker
David began his career in financial services in 1986 with Merrill Lynch after spending over 15 years as a small business owner. His experience running a successful business, which he later sold, enables him to add valuable insight for our business-owner clients. While his particular experience lies in portfolio management strategies, he regularly deals with issues as retirement distribution and asset transitions. He is FINRA-registered and holds Series 3, 7, 63, and 65 securities licenses as well as licenses for life, accident and health insurance and variable annuities. David obtained B.S. in Finance & Marketing from the University of Notre Dame in 1969. David resides in Tampa and has four children as well as four grandchildren.
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, MA, MI, NC, NJ, NY, OK, PA, TX
April A. Furman
Branch Office Administrator
Business Development Specialist
As the team's Business Development Specialist, April's focus is to strategically partner with our private clients, foundations and endowments, and business owners using our team's holistic planning approach. April's experience in client relations, along with her knowledge of portfolio management, enables her to enhance the client experience by finding solutions for unique challenges each of them face.
Originally from Buffalo, New York, April graduated from Daemen College in Amherst with her Bachelors of Science Degree in Business Administration with a concentration in Finance. She holds her series 7, 63, 65, and 3 registrations as well as her licensing in Life, Health, and Variable Annuities Insurance in the state of FL. April began her career at Merrill Lynch Wealth Management, joining UBS in 2015.
AZ, CA, CO, CT, DC, FL, GA, IL, NJ, NY, PA, TX