As a Senior Associate at Merritt Point Wealth Advisors, Samantha Belport is much more than the knowledgeable team player that clients can always rely on. She represents Belport’s promise to be family-oriented partners to our clients for generations to come.
Sam draws on her degree in Psychology and her experiences as an Instructional Aide at Cooperative Educational Services (CES) to deliver a more thoughtful standard in service to our clients. In addition to working the Wells Fargo Advisors Associate Financial Advisor program, she graduated Cum Laude from the University of Rhode Island and obtained her Series 7, 63, 65 registrations, as well as her CT insurance licenses. (Number: 20151413)
Outside of the office, Sam is passionate about causes that bolster mental health. In her free time, you’ll find her doing something in nature. That could be taking walks with her dogs Brewster and Hazel, snowboarding with friends and family in Vermont, or relaxing at the beach!