Samantha L. Phillips joined Hemenway & Krum Wealth Management Group of Raymond James as a Practice Marketing Associate in June 2022. Now a Registered Client Service Associate with a passion for engaging with people and building meaningful relationships, Sam brings a robust background in personal, business, and corporate banking. She began her financial career in 2014 with PNC Bank, starting in the customer care call center and advancing to management in corporate and institutional banking.
In her prior roles, Sam spearheaded initiatives for corporate diversity and inclusion programs, co-leading several employee and executive councils. She graduated from Kalamazoo Valley Community College with an Associate Degree in Business Administration and is a board member of the YWCA of Kalamazoo. Sam has earned her Series 7 and Series 66 licenses, further strengthening her ability to serve clients with expertise and care. As a Registered Client Service Associate, she is committed to delivering a higher level of support and ensuring every client’s experience is personalized.
She is passionate about volunteering and giving back to the community and has been actively involved in local initiatives for years. She actively serves as a board member for the YWCA of Kalamazoo.
In her spare time, Sam enjoys reading, gardening, and spending time with her partner Damien and her two wonderful stepsons.
Raymond James is not affiliated with the above organizations and/or charitable causes.