Samantha Hopkins, Cima®, Cfp®
About Samantha Hopkins, Cima®, Cfp®
Samantha Hopkins is a Senior Vice President of Wealth Management at UBS Financial Services, Inc., where she has worked since 2008. She has extensive experience in finance and management, having held various positions at firms such as SMITH BARNEY and Energizer Holdings.
Current Position at UBS
Samantha Hopkins serves as the Senior Vice President of Wealth Management at UBS Financial Services, Inc. She holds the role of Institutional Consultant and Branch Manager. Since joining UBS in 2008, she has accumulated 16 years of experience in this position, operating out of Tampa, Florida. Her responsibilities include managing client relationships and providing investment strategies tailored to institutional clients.
Previous Experience at SMITH BARNEY
Prior to her current role, Samantha Hopkins worked at SMITH BARNEY as Vice President of Wealth Management. She held this position from 2001 to 2008 for a duration of seven years in the Tampa/St. Petersburg, Florida area. During her tenure, she focused on wealth management strategies and client advisory services.
Background in Internal Audit and Finance
Samantha Hopkins has a diverse background in finance and internal audit. She worked at GTE as Supervisor of Internal Audit for one year from 1996 to 1997 in Dallas, Texas. Additionally, she served as Manager of Global Finance & Acquisitions at Energizer Holdings from 1999 to 2001 in the United Kingdom. Her experience also includes a role at Ralston Purina as Manager of Internal Audit from 1997 to 1999 in St. Louis, Missouri.
Education and Qualifications
Samantha Hopkins holds an M.B.A. in Accounting from the Crummer Graduate School of Business at Rollins College, where she studied from 1994 to 1996. She also earned a B.S. in Accounting & Finance from the University of South Florida, completing her studies from 1988 to 1993. In 2011, she participated in the IMCA Certified Investment Management Analyst Program at the University of Pennsylvania - The Wharton School.