Samantha Clark is the General Agent of the Center for Wealth Preservation.
Growing up on Long Island, New York, Samantha always believed there was more to personal finances than just money. She recognized the often-overlooked psychological aspect of financial well-being and understood that with proper planning, families and businesses could ease the anxiety that comes with managing their finances.
In 2001, Samantha graduated from University at Buffalo and started her career with Guardian Life. Samantha was the first recent college graduate the firm ever hired and the first to join without prior experience in the financial world. Through hard work and a commitment to learning, she qualified for multiple Leaders Conferences and became a top producer in 2009.
Samantha built her practice up but knew she needed a team to support its continued momentum. She moved into a management role and recruited a team to enhance and grow her efforts. Her persistence and passion for evolution led to her becoming the Senior Managing Director of the firm which spanned across Western NY.
In 2012, however, Samantha's first husband, Jim, passed away. She found herself, as a single mother of two children, facing the personal loss she had long supported others through. This experience reinforced her desire to help families navigate life’s challenges. She returned to Long Island, joining another Guardian firm located on Long Island and Manhattan and continuing to build her career while being closer to her roots.
In October 2019, Samantha joined CWP as an Associate Managing Partner. As of January 2025, she serves as the General Agent and Managing Partner. She champions CWP's mission to deliver tailored, client-focused financial solutions. With a dedication to trust, integrity, and long-term partnerships, CWP helps individuals, families, and businesses navigate their financial journey and achieve their goals with confidence.
Samantha is an active member of FINSECA and has earned her Chartered Leadership Fellow® certification from the American College. She is happily married to her husband Adam, with whom she shares three children. Her Sundays are spent rooting for the Buffalo Bills as they enjoy their renewed successes with Josh Allen.
I am licensed to sell insurance in CO, FL, GA, MD, MI, MO, NJ, OH, TX, and securities in NY.
I am licensed to sell insurance in NY, NJ, MD, MI, MO, OH, CO, TX, GA, & FL and securities in NY
CRN202712-7798744