Client Service ManagerPrior to joining XML as part of Samson Wealth Management Group in July of 2022, Amy began her career in the financial services industry in 2002 with Morgan Stanley in Lancaster, PA. In 2007 she transitioned to Morgan Stanley’s Jenkintown, PA Complex and helped facilitate the operations of the Complex, which was comprised of multiple branch offices and included nearly 150 Financial Advisors and Support Staff. Amy joined Wells Fargo Advisors in 2013 as an Administrative Assistant to three Regional Brokerage Managers and assisted with the Financial Advisor operations of the Philadelphia, Bucks/Montgomery, Lehigh Valley and Private Bank markets. Amy joined Samson Wealth Management Group in December 2017. As a Client Service Manager, she assists all team members in a variety of behind the scenes activities that help ensure all work gets done in a timely and efficient manner. Amy also supports client activities and service issues. Amy is originally from Lancaster County, PA and recently returned to the area, currently residing in Annville, Lebanon County with her partner, David. In her free time, she enjoys traveling both domestically and internationally.
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