Carolyn Brescia

Client Service Associate

Carolyn joined Samson Wealth Management Group as a Client Service Associate in 2023 after spending several years supporting financial advisors at a Philadelphia area-based Wealth Management firm. In addition, she brings with her over 15 years of Account Management and Client Services experience in the areas of Mortgage Lending and Retail Banking. Getting to know the team’s clients and assisting them to work through and find solutions to a problem is the part of her job she enjoys the most.

Carolyn resides in Conshohocken with her husband and her two teenage sons.  She enjoys spending time outdoors walking, bike riding, or gardening and spending time with her family and friends.

This individual is also the owner of Carolyn Brescia Mobile Notary Services LLC, not affiliated with XML Financial Group or XML Securities (together as “XML”).