Associate Profile

P: 949.833.5840

F: 949.833.5810

E: samantha@wmsirvine.com

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Samantha Curtin

Sam has been working in the insurance industry since 2006.  She focuses on life insurance and investment planning for public safety officers and their families.  Her mentor in the insurance industry is her business partner & father, Mark Meredith, who has thrived in the business since 1979.  Together they provide employee benefits such as disability, life, long term care & supplemental plans to large public safety associations.  Prior to working with WMS & AXA Advisors, Sam graduated from California State University Long Beach in December 2005 with her Masters in Business Administration.  She enjoys living in Anaheim Hills with her husband Andy and two daughters, Abigail and Eleanor, and participating regularly in cowboy action shooting events.

Education
B.S. Business Administration & Marketing – California State University Long Beach

MBA Marketing – California State University Long Beach

Licenses & Certifications
FINRA Series 7, 66

CA Insurance Lic. # 0E88954

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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