Samantha B. Link, CFP®, CPFA™

Samantha B. Link, CFP®, CPFA™ has a diverse work experience in the financial industry spanning over 14 years. Their most recent role is as the Director of Private Wealth Financial Planning at Brockenbrough, where they have been since 2020. Prior to this, they held the position of Director of Retirement Plan Advisory at the same company.

Before joining Brockenbrough, Samantha worked at BB&T Scott & Stringfellow as an Assistant Vice President of PCG Business Development Officer for five years, from 2015 to 2020. Samantha B. also has experience as an Investment Consultant at TD Ameritrade in 2015.

Samantha began their financial career at Wells Fargo Advisors in 2007. During their time there, they held various roles including Officer, Registered Client Associate; Officer, Senior Client Associate; Officer, Market Administrative Assistant; Officer-Envision Support Specialist-Sales Advisory Consultant; Securities Operations Service Specialist 3; and Operations Specialist.

Overall, Samantha B. Link has demonstrated their expertise and commitment to the financial industry through their progressive roles and extensive experience.

Samantha B. Link, CFP®, CPFA™ completed their Bachelor of Arts degree in Political Science, International Affairs, and Environmental Studies at the University of North Carolina Wilmington from 2003 to 2007. Samantha B. obtained several additional certifications throughout their career, including the Certified Plan Fiduciary Advisor (CPFA®) from the National Association of Plan Advisors in April 2022, Health, Life & Annuities, Variable Contracts from the Commonwealth of Virginia Bureau of Insurance in May 2018, and the CFP® certification from the CFP Board in April 2018. Samantha B. also acquired the Series 66 certification from the Financial Industry Regulatory Authority (FINRA) in January 2015 and the Series 7 certification from FINRA in November 2014.