Linda Sama, CFP®

Senior Vice President - Financial Advisor, Consulting Group

516-733-2037
Email | |
516-733-2095

Qualifications

I graduated Hofstra University with a Bachelor of Business Administration in Accounting and later graduated from Pace University with a Masters of Business Administration in Finance while building a career in the municipal bond industry on Wall Street. My decision to become a financial advisor was motivated by my goal to educate and help clients with a better understanding of investments and to help me to build a business that I enjoy. Working for major financial institutions like Citicorp, The Bank of New York, and JP Morgan Chase, I maintained a consultative approach with my clients but believed I could better serve them in all aspects of financial, tax and estate planning issues by becoming a CERTIFIED FINANCIAL PLANNERTM . It was at that time, April 2016, upon completing the extensive CFP® requirements that I moved my practice to RBC Wealth Management to fully support my client's needs. I have passed the Series 7, 63, 65, 26 exams and hold my life and health insurance licenses.

Investment Philosophy

Effective investment portfolio management is a continuous process that involves understanding client needs and evaluating economic and market conditions. The first step is developing a strategic asset allocation model based on each client’s risk tolerance, time horizon and financial objectives. This baseline allocation model should be periodically reviewed and adjusted as the client’s financial situation changes. The next step is evaluating the current economic and market conditions, then tactically over-weighting or under-weighting specific asset classes to manage portfolio risk and capitalize on market opportunities.

Personal

Born and raised in New York, I live on Long Island where my husband and I are proud parents of three daughters. I especially love the beauty and diversity of my community and enjoy yoga, biking, gardening and dining out.  I am committed to educating women to cultivate their financial literacy and financial independence.

Vicky Flynn

Senior Registered Client Associate

516-733-2021

Why I do what I do

My father died suddenly when I was only 18 years old, leaving behind my mom with no life insurance, savings, or retirement plan. She was left with a small business and a house and I watched as she took responsibility to create financial security for herself and her children.  The lessons I learned from this was the importance of being self-supporting and the value of planning for the future.

As a result of this experience, I took charge of my education and financial life, starting with a career on Wall Street which ultimately led me to become a wealth management planner. My goal is twofold:  To empower you, through smart planning to achieve your goals  and  to support you, in making good decisions to reduce your stress and worry about your future.

 

Dedication

My passion and purpose is to enable you to build financial security and confidence through a comprehensive approach of your wealth management. Developing a relationship with you is primary, I  further review your goals and evaluate your existing investments, liabilities, wealth protection and transfer strategies. I collaborate with your tax and legal advisors to see your objectives are met.