Beirne Wealth Consulting Services, LLC (“BWC”) is pleased to announce the hiring of Samantha Hicks as the firm’s new Service Advisor and Manager. In her role as Service Advisor and Manager, Samantha will provide support through managing and gathering client information, working directly with clients to service their accounts, and assisting clients through the process of creating a tailored financial plan to meet the needs of their life and financial goals. She will work alongside senior advisors to remain updated with BWC’s investment committee decisions, formulate recommendations and implement advice. Outside of client meetings, daily tasks will include maintaining client records, preparing financial analyses, and working with other BWC team members to further develop strategies and best practices in an effort to continue delivering comprehensive and fiduciary care for all BWC clients.
“Our team is very excited to welcome Sam. She embodies all of the qualities that fit our BWC culture and I am very much looking forward to seeing the innovative ways she contributes to our BWC footprint.”
-Lindsey Allard, Managing director
Samantha entered the industry in 2018, obtaining her Series 6 and 63 registrations, as well as her life and health insurance license. She worked as an advisor for Independent Capital Management, a registered investment advisory firm affiliated with a broker-dealer. In early 2019, Samantha was hired by Pure Financial Advisors, Inc., a fee-only investment advisor where she worked as a Plan Support Specialist in the planning department. She spent most of her time ensuring clients’ plans stayed updated, analyzing prospective clients’ current financial standing, and supporting advisors to determine best steps in order for clients to achieve financial security and reach their goals. Samantha also completed all required coursework to become a CERTIFIED FINANCIAL PLANNER™, and recently passed the CFP® exam in September 2020. She joined BWC in October of 2020 upon her husband’s separation from the Navy and their subsequent move to the Northeast.
“I am thrilled and honored to join the Beirne Wealth team in their commitment to each individual and institution who places their trust in us. I look forward to building long-lasting relationships with our present and future clients as we work together to reach their goals.”
-Samantha hicks, service advisor & Manager
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About Beirne Wealth Consulting Services, LLC – www.beirnewealth.com
Beirne Wealth Consulting Services, LLC (“BWC”) is a privately owned, SEC Registered Investment Advisor with offices in Connecticut and Pennsylvania. BWC provides independent, fee-based investment management services and customized financial planning solutions. Our institutional business provides consulting expertise to defined benefit and defined contribution plans, endowments, foundations and non-profit organizations. Our private clients include high net-worth individuals and prominent families, many of whom bring complex wealth management challenges and multigenerational planning needs. For more information, please visit www.beirnewealth.com or give us a call today at 888-231-6372.
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