Samantha K. McMillan is a graduate of Conwell Egan Catholic High School (2010) and Philadelphia University (2014) with a Bachelor of Science Degree in Fashion Merchandising.
Samantha has passed her FINRA SIE, Series 6, and 63.
Samantha worked for 12 years at a prominent Off-Price retailer as a Buyer. She has a Business Analytics and Forecasting background.
At ITFP, Samantha provides ITFP’s clients with investment management research and analysis, and acts as a liaison with financial institutions to gather information.
Samantha also assists the Certified Public Accountants with general accounting for individuals. She is responsible for preparing individual tax returns under the guidance of the CPAs, responding to inquiries from the IRS, and utilizing tax software to process returns.
Samantha joined ITFP in February 2026.
Samantha K. McMillan,
Non-producing Registered Representative of Cetera Wealth Services, LLC, Member FINRA, SIPC. Cetera is under separate ownership from any other named entity.
