Phone: (513) 833-7545
Email: samantha.winner@prudential.com
Practice: Prudential Advisors
Email: samantha.winner@prudential.com
Practice: Prudential Advisors
Address:213 S Chillicothe St
Plain City, Ohio 43064
Plain City, Ohio 43064
Samantha Winner
– Financial Professional
I grew up in Cincinnati, Ohio and went on to study at Ohio University and Ohio Dominican University where I obtained my Masters degree in Finance. I began my career in Wealth Management and have loved building meaningful relationships as well as helping people gain a deeper understanding of their financial picture. In my practice I have found that often, things are most confusing when they are most stressful, and divorce can certainly be one of those times. As a financial neutral, I help both sides of the table understand the financial impact of their divorce decisions through the Collaborative process.
Professional Education
- Ohio Dominican University, Masters in Finance
Professional Licenses
- Series 7, 65 and 65
- Certified Divorce Financial Analyst (CDFA®)
Professional Experience
- Divorce Financial Planning
- Investment Advisor
- Financial Neutral Professional in Collaborative Divorce
Collaborative Memberships
- Win Win Divorce
- International Academy of Collaborative Professionals
Collaborative Training
- IACP Introductory Interdisciplinary Collaborative Practice Training, 2022 (14 hours), IACP
- ADR: Fundamentals of Mediation, 2023 (16 hours), Ohio Supreme Court
