Please join us in welcoming Samantha Thomas to our firm as a full-time Junior Planner! Sam graduated in May from the University at Buffalo with her Bachelor of Science in Business Administration with a concentration in Financial Analysis. She will be assisting our Financial Planning and Tax Departments with meeting preparation and follow up, data entry for retirement cash flow plans, account paperwork, trading and portfolio rebalancing, and tax return preparation.
Welcoming Sam to the Waterford Team
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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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