Listen to this articleSamantha Clark is the new CEO and general agent of the Center for Wealth Preservation (CWP). With locations in Syosset and Hauppauge serving Long Island, CWP is a sales office of Massachusetts Life Insurance Company, or Mass Mutual.
“I am honored to take on this role and lead such a talented team,” Clark said in a news release about her new role at CWP.
“I look forward to building on the firm’s solid foundation and driving further growth and innovation,” she added. “Together, we will continue to deliver outstanding service and support to our clients.”
Clark brings more than 20 years of expertise to the position, including financial planning, wealth management and client relations. In previous roles at Guardian Life, she worked her way up to becoming senior managing director of the firm, spanning across western New York.
Clark joined CWP in 2019 on Long Island as an associate managing partner.
As CWP’s chief executive and general agent, Clark will oversee operations across Long Island, leading the team and the delivery of services. She will develop strategic initiatives, helping to expand the firm’s reach.
“Samantha’s appointment marks a significant milestone for CWP as the organization continues to strengthen its commitment to providing top-tier financial solutions,” the organization said in the news release.
A graduate of the University of Buffalo, Clark is an active member of Finseca, an organization that serves the financial security profession and has earned the Chartered Leadership Fellow certification from the American College of Financial Services.