Our People

Samantha Booth, CFP®, ChFC®, CIMA®, CRPC®

Assistant Vice President
Relationship Manager

Samantha Booth is a seasoned Wealth Management Relationship Manager with a strong foundation in portfolio management, client service, and comprehensive financial planning.  She brings experience from several respected firms, including Merrill Lynch Wealth Management, Orange Investment Advisors, and her current role with Beacon Trust.  Samantha is dedicated to delivering thoughtful, high-touch guidance to individuals, families, and institutions. 

Samantha brings a strong analytical foundation to her work, blending technical expertise with an empathetic, client-first approach.  She regularly collaborates with estate planning attorneys, CPAs, and multigenerational families to design comprehensive solutions involving trusts, tax-efficient strategies, retirement planning, and long-term wealth transfer. 

Samantha holds the Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Chartered Financial Consultant (ChFC®), and a Chartered Retirement Planning Counselor (CRPC®) designations.  She is deeply committed to continuous professional development and staying at the forefront of evolving financial strategies and best practices. 

Samantha earned her degree from Drew University, graduating magna cum laude with a major in Economics and a concentration in Psychology.  While at Drew, she was also a member of the university’s softball team, balancing academic excellence with athletic commitment – an early reflection of the discipline, teamwork, and dedication she brings to her professional life. 

Outside of the office, Sammie treasures time with her husband and daughter.  She is active in her community and enjoys the occasional round of golf.