Samantha Vassallo, CTFA, Wealth Advisor

SunTrust Investment Services, Inc.

Samantha Vassallo Photo
Samantha Vassallo, CTFA, Wealth Advisor

SunTrust Investment Services, Inc.

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5350 Town Center Rd.,Suite 200

Boca Raton, FL 33486

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About

Samantha Vassallo is a Client Advisor with SunTrust Private Wealth Management in Boca Raton. She offers clients more than 24 years of comprehensive wealth management experience, with a team approach that brings together specialists in investments, financial planning, credit and estate strategies. By employing a high degree of creativity and taking a customized approach, Samantha develops a strong understanding of the financial, family and philanthropic goals of her clients and offers thorough solutions to meet her client's needs.

Samantha started her career at Deloitte and Touche LLP in New York, New York where she was a Tax Manager in the Tri State Financial Counseling Services practice and passed the Certified Public Accountancy exam. Prior to joining the SunTrust team, Samantha spent over eight years at Wachovia Wealth Management in Boca Raton where she was a Senior Vice-President and Senior Financial Planner for the Financial Planning Group.

Samantha graduated with honors from American Banker's Association Graduate Trust School at Emory University in Atlanta where she received her Certified Trust & Financial Advisor (CTFA) designation.

Samantha is very involved in the community. She is a past president of the Junior League of Boca Raton and also served as a member of the League's Endowment Board. Additionally, she is on the advisory board of the Palm Beach County Literacy Coalition, is a member of the board of directors of the Boca Raton Historical Society and is a graduate of the Boca Raton Chamber of Commerce's 2009 Leadership Boca class.

Samantha holds herself accountable to recommend strategies with your needs and goals in mind. These strategies are supported not only by deep expertise from a team of specialists, but also highly attentive service and coordination of resources. Samantha takes the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that she can assess the interaction of multiple objectives and the far reaching implication they can have on each other.

SunTrust Private Wealth Management is part of SunTrust Bank, with a proud 120-year heritage of commitment to helping our clients manage their wealth and achieve their goals. We are committed to meeting the needs of our clients - by building and continually strengthening long-term relationships and by offering you comprehensive wealth management capabilities to meet your sophisticated and often complex needs. As your needs evolve, your team of experts and solutions will too, in order to address new challenges and opportunities.

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