Trust Officer Spotlight

How does your work inspire you?

I'm in a unique position to significantly impact the lives of our beneficiaries and advisors through building trust and relationships. Helping others achieve their goals through my role and allowing them to improve their lives because of the guidance provided is incredibly inspiring. Each beneficiary and advisor have unique needs and being able to create solutions is challenging but also a great source of motivation. Knowing that my work directly contributes to the financial well-being and security of others is a prevailing motivator, whether it's ensuring an education fund is properly managed or helping a retiree live comfortably.  Furthermore, upholding the ethical standards and acting in the best interests of my beneficiaries reinforces my commitment to integrity and trustworthiness allowing a source of pride in my daily work.

About Samantha:

Sam serves as an Assistant Vice President Trust Officer at The Private Trust Company, N. A. She is responsible for the administration of personal trusts, charitable trusts and IRAs for our clients.

Sam has had a career in financial services and wealth management for more than 20 years. She earned a degree in Science of Business from Piedmont College and is a 2021 graduate of the American Bankers Association Graduate Trust Program. Sam joined The Private Trust Company from Wells Fargo, where she was a leader on the team of trust officers administering high net worth and ultra high-net-worth clients within the Nevada, Washington, Oregon, California and Arizona regions.

Originally from High Point, North Carolina, Sam lives with her husband, Jordan, and two children, Lyndsey and Jared. Sam enjoys exploring the outdoors, hiking, traveling and spending time with her family.