Samantha Kennedy
Samantha is a Wealth Advisor who is honored to partner with individuals and families as they work to reach their personal financial goals. She has learned that no two individuals are the same and relies on her 10 years of experience to build a unique roadmap that has clear action items for the families she supports. Her mission is to provide clarity as to the financial actions that will have the largest positive impact on one’s future. Samantha provides comprehensive financial planning support that includes but is not limited to building tax-efficient distribution strategies in retirement, unwinding a concentrated stock position, year-to-year tax planning, charitable giving, and estate planning.
Prior to joining Miracle Mile, Samantha was a Lead Advisor at Mainsail Financial Group in Bellevue, WA, and was an Associate Director at Global View Capital Advisors.
Samantha earned her bachelor’s degree from Pacific Lutheran University, with a concentration in finance and a minor in mathematics. Outside of work, Samantha enjoys reading and running as well as tutoring middle/high-school students in math.
- Holds the Certified Financial Planner (CFP®) designation
- Active Licenses: Series 65
There is more than
meets the eye.
- Was adopted at the age of 3 from China and looks forward to welcoming a child to her family soon
- Starts the day with a run or work out on the elliptical
- Has donated 10” of hair to Locks of Love