Samantha Carter

Samantha Carter is a Senior Tailored Branch Support Specialist at Edward Jones in Waco, Texas, a role she has held since 2023. In this position, she supports three financial advisors by overseeing day-to-day operations, including client onboarding, paperwork processing, money movements, and account setup, while also guiding advisors on strategies to grow their business through networking. With roughly seven years in the finance industry, her career began at Northwestern Mutual, where she started as a financial advisor assistant before advancing to a financial representative role licensed in health and life insurance, helping clients navigate insurance solutions and financial planning. Carter's drive stems from a deep-rooted passion for financial education, shaped by witnessing a lack of financial knowledge in the community she grew up in. She is currently working toward her SIE and Series 7 licenses with the goal of becoming a fully licensed financial advisor, and envisions one day teaching as an adjunct professor to further extend her impact. Her ambitions center on empowering low-income families and young adults with the tools to build wealth, and she hopes to serve as an example for women pursuing careers in an industry still largely dominated by men. Alongside her professional pursuits, she holds a Notary Public license and an Insurance Producer license, both through the State of Missouri, and has completed a Master of Arts in Nonprofit Administration from Lindenwood University, building on her undergraduate degree in Entrepreneurship and Business Management from Stephens College. Grounded in faith, family, and perseverance, Carter credits her achievements to hard work and an unwavering focus on long-term goals, even in the face of personal setbacks. She has given back to her community through volunteer work with the St. Louis Area Diaper Bank and The People's Response Emergency Hub and continues to balance her career growth with meaningful personal milestones.