Samantha Allen

Executive Vice President of Marketing at Merit Financial Advisors

Speaker

Samantha is the Executive Vice President of Marketing at Merit Financial Advisors, where she leads the company’s marketing strategy, brand development, and client engagement initiatives. With over a decade of experience in financial services and marketing leadership, Samantha has established herself as a leader in driving organic growth, fostering innovation, and enhancing client-centric solutions.

In her role at Merit Financial Advisors, Samantha oversees a team responsible for developing integrated digital strategies, optimizing client lifecycle marketing, and executing comprehensive campaigns across both B2B and B2C channels. She is deeply committed to aligning marketing objectives with the company’s strategic goals, ensuring measurable impact and sustainable growth.

Prior to joining Merit, Samantha held senior marketing positions at Carson Group, FiComm Partners and TD Ameritrade. Her expertise spans strategic planning, content creation, event management, and marketing analytics.

Outside of her professional achievements, Samantha is dedicated to mentorship and community engagement through her role as Director of Mentorship for the FinServ Foundation. She actively supports initiatives that promote financial literacy and professional development for aspiring leaders in the financial services industry. She is based in Omaha, Nebraska, where she enjoys reading, spending quality time with her family and cheering for the Nebraska Cornhuskers!