Samantha L. Thomas, CFP®

Associate

Samantha joined the firm as an intern in January 2020. After earning her Bachelor of Science in Business Administration with a concentration in Financial Analysis from the University at Buffalo in May 2021, she began working full-time. She supports both the Financial Planning and Tax Departments, assisting with meeting preparation and follow-up, retirement cash flow plan data entry, account paperwork, trading and portfolio rebalancing, and tax return preparation. Outside of work, Samantha enjoys traveling and spending time with her fiancé Jon, their two goldendoodles, Kita and Kellogg, as well as her friends and family. She also enjoys keeping up with the Bills and Sabres.

Education:

Bachelor of Science in Business Administration, University at Buffalo

Professional Designations:

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Memberships & Community Involvement:

Financial Planning Association (FPA)

Email: [email protected]

Phone: 716-580-3906, ext. 102

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(716) 580-3906

[email protected]

Waterford Advisors, LLC

3858 North Buffalo Street, Suite 2
Orchard Park, New York 14127

Phone: (716) 580-3906
Fax: (716) 580-3913
Email: [email protected]

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