Samantha M. Davis
Financial Representative
Providing financial security and financial growth to my clients that will be felt for generations to come.
About Samantha
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be deepen, enrich, and compliment whatever financial planning you may already have done.
It is my mission as a financial planning professional to preserve and grow wealth, but most importantly – I want to make clients financially bulletproof.
It is my aim to bring financial literacy and financial planning to every type of person directly around me and within their networks.
Through my professional expertise, I can liberate those who are bound to high interest debts, student loans, and accelerate any financial goal that a person may have – buying a home, saving for retirement, planning for a family. I am here for my clients at every phase of life they are at.
I want to prepare my clients for any type of scenario and give them the peace of mind that comes from having true financial security.
It is vitally important to always hope for the best, but to be prepared for the worst and have protection in place in times of down markets. It is a fundamental process of mine to strategize maintaining and growing the wealth that we all work so hard to accumulate over our lifetimes; and, when the time comes, the proper way to enjoy the fruits of our labor without problematic tax issues and deficits.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Let's Get Started!
Are you ready to get started? Here is a snapshot of next steps
- Schedule an initial meeting with Samantha
- I will get to know you, like really get to know YOU -- your feelings around money, your family dynamics, your most important goals, hopes, and dreams, and lastly, your finances
- We will analyze and test your current scenario, collaborate with you to design a meaningful plan, and partner with you to put that plan into action
- I will stay in touch, year after year, to help keep you on track, and make adjustments as life inevitably change
Let's plan today, so your loved ones are protected tomorrow.