Chief Account Manager
Samantha M. Wein is Mezrah Financial’s Chief Account Manager. She is involved in many facets of the firm’s services including Inforce Business, Financial & Insurance Portfolio Reviews, Service Inquiries, Asset Movement, Compliance, & Human Resources to name a few. She is a vital point of contact for our firm’s clientele. While Samantha has been in the Financial/Insurance Industry for 12+ years, she started her journey with Mezrah Financial in 2017. Together with M Financial & the carriers, she consistently provides confidential detailed service & rapid turnaround for a first-class experience. She is fueled by her passion for details & customized approach in helping clients accomplish their goals.
Samantha was born & raised in Tampa, FL. Outside of the office, she enjoys spending time with her family & traveling to new places.