Laurie Samay Promoted to Client Service Manager at Palisades Hudson Financial Group

News from Palisades Hudson Financial Group:

Laurie Samay was named client service manager and portfolio manager by Palisades Hudson Financial Group, a wealth-management firm in Scarsdale.

Formerly a client service associate, Samay was promoted after recently receiving the Certified Financial Planner (CFP®) certification. Awarded by the Certified Financial Planner Board of Standards, CFP is the industry’s top designation for financial planners. It requires passing the comprehensive CFP examination and agreeing to adhere to the CFP Board’s ethical standards.

She provides comprehensive financial planning, asset management and tax preparation services. Samay earned her B.S. in Business Administration at Washington University in St. Louis and lives in Manhattan. She is a native of Hastings-on-Hudson, New York, and is a former valedictorian of Hastings High School.

Widely quoted as a financial expert by the media, Samay is a contributor to Palisades Hudson’s recent book, “Looking Ahead: Life, Family, Wealth and Business After 55.”

Palisades Hudson (www.palisadeshudson.com) is a fee-only financial planning firm and investment manager based in Scarsdale, with $1.2 billion under management. Branch offices are in Atlanta, Fort Lauderdale, Fla., and Portland, Oregon.

Photo: Laurie Samay. Photo credit: Contributed