Samantha Garrison joined Raymond James at Peoples Bank in 2017 and now serves as a Financial Advisor. She has an Associate’s Degree from Metro Business College and holds the Accredited Asset Management Specialist Designation from the College for Financial Planning. Samantha also holds the Certification for Long-Term Care. CLTC® Certification for Long-Term Care professionals are educated in the fields of insurance, financial services, law, and accounting about the severe consequences a need for care over an extended period of years would have, not on their client, but on the emotional, physical and financial wellbeing of those the client loves. This gives the CLTC® professionals the proper skill set to discuss those consequences, offer a plan to mitigate them, and when appropriate, recommend long-term care insurance as a funding source for that plan. Samantha also recently completed the Chartered Life Underwriter® designation through the American College of Financial Services®. A Chartered Life Underwriter® (CLU®) is a financial professional with extensive knowledge of the life insurance industry and the underwriting process. This means a CLU® has obtained a level of life insurance expertise that exceeds general insurance and basic life insurance underwriting requirements.

A CLU® certification gives advisors:

• In-depth knowledge of the life insurance industry underwriting process and life insurance law within the guidelines of overall risk assessment
• The necessary knowledge to help clients and investors address their estate planning needs
• An understanding of personal finance solutions addressing the life insurance underwriting needs of business owners and professionals

Samantha is a mother to her daughter, Blake and two dogs, Cooper and Sophia. They currently live in Rolla and are actively involved in the surrounding communities. Samantha serves as a board member for Crawford County Foundation and is a member of Impact 100 Crawford County. In her spare time, she enjoys traveling to new places with Blake and spending quality time with family and friends.

Raymond James is not affiliated with the above independent or charitable organizations.