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 CFP® requirements that I moved my practice to RBC Wealth Management to fully support my client's needs. I maintain FINRA Series 7, 63, 65, 26 licenses as well as life and health insurance licenses.

 

Personal

Born and raised in New York, I am a longtime resident of the Three Village area on Long Island where I am raising three daughters with my husband Tom. I love yoga, biking, gardening and dining out. I am committed to educating and empowering women to cultivate their financial strength and literacy while building my business to serve and help families to create wealth and financial security.

Vicky Flynn

Registered Client Associate

516-733-2021 | Email

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 to empower individuals through smart planning to achieve their goals of financial security and independence as well as help them to make good choices to reduce their stress and worry about their future.

Dedication

It is my passion and purpose to help individuals and families create financial security and reduce their stress by providing a comprehensive approach to managing their wealth. By consulting with each client individually, I review their goals and evaluate their investment strategies, liabilities, wealth protection and transfer strategies, in addition to collaborating with my client’s tax and legal professionals to ensure their objectives are being met.