Wealth Care Specialist
Samantha McMillan is a graduate of Conwell Egan Catholic High School (2010) and Philadelphia University (2014) with a Bachelor of Science Degree in Fashion Merchandising.
After spending 12 years at a prominent Off-Price retailer as a Buyer, she is excited to bring her Business Analytics and Forecasting background to a new career path. Samantha is working towards obtaining several security licenses, including SIE, Series 6, and 63.
At ITFP, Samantha is gaining experience on the job while supporting the office administrative team, as well as the Certified Public Accountants and Financial Planners. She is looking forward to continuing to advance her career as a Wealth Care Specialist at the company.
Samantha joined ITFP in February 2026.
