Wealth Enhancement Group
Samantha Bell serves as a Senior Client Service Manager at Wealth Enhancement Group, an independent financial planning firm, overseeing comprehensive client relationships since June 2022. Prior experience includes five years at KINGS POINT CAPITAL MANAGEMENT LLC, where Samantha held roles from Client Service Manager to Marketing and Operations Analyst, successfully managing custodian transitions and enhancing client experiences for high net worth individuals. Educational accomplishments include a Bachelor's Degree in Family and Consumer Sciences from Lipscomb University and ongoing participation in the CFP® Certification Education Program at Belmont University. Samantha's skills encompass client communications, internal procedure development, and marketing strategies, contributing to improved compliance and operational efficiency.
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