Samantha Fernandez,
MBA, CDFA®
Financial Advisor
Branch Supervisor | Raymond James Financial Services
Samantha Fernandez brings over a decade of experience in financial services to her role as a financial advisor and branch supervisor with Raymond James Financial Services. She partners with the AGW Group to support clients and fellow advisors through personalized financial guidance and strategic practice development.
Sam began her career at Raymond James after earning a finance degree from the University of Florida in 2011. She has since held leadership roles across Compliance, Asset Management, Division Management, and Business Development – gaining deep expertise in advisor coaching, portfolio consulting, and independent practice transitions. In 2022, she launched her own advisory practice, combining her institutional knowledge with a client-first, consultative approach.
She holds Series 7, 66, and 24 securities licenses, an MBA from the University of Florida, and the Certified Divorce Financial Analyst designation. Sam also serves on the board of Gulf Coast JFCS and remains active in her community. Outside of work, she enjoys woodworking, home DIY projects, and spending time outdoors with her family.
