The FinServ Foundation has selected Samantha Allen, a seasoned wealth management executive, as its new Mentorship Program Director. Allen, who currently serves as Executive Vice President of Marketing at Merit Financial Advisors, will play a crucial role in guiding and supporting the next generation of financial services professionals.
With over a decade of experience in financial services and marketing leadership, Allen brings extensive expertise to her new role. Her appointment underscores the foundation's commitment to nurturing emerging talent through comprehensive mentorship and professional development programs.
The FinServ Foundation's mentorship initiative provides critical support for young professionals entering the financial services sector. The program offers two years of group coaching, a six-month structured mentorship experience, and fully covered conference attendance for participants. By collaborating with more than 40 colleges and universities, the foundation impacts the lives of over 600 FinServ Fellows annually.
Jamie Hopkins, President of FinServ Foundation, highlighted Allen's selection, praising her as a caring and driven professional who will be instrumental in helping the next generation of leaders enter and thrive in the financial services industry. Allen succeeds Kellan Brown, who developed the foundation's initial mentorship program before transitioning to a leadership role at 100 Women in Finance.
Allen's professional background includes senior marketing positions at prominent organizations such as Carson Group, FiComm Partners, and TD Ameritrade. Her expertise in driving organic growth, fostering innovation, and enhancing client-centric solutions will be valuable in expanding the foundation's mentorship efforts.
The mentorship program represents a strategic approach to addressing talent retention and professional development in the financial services sector. By providing structured guidance, networking opportunities, and industry exposure, the initiative aims to create a supportive ecosystem for emerging professionals.
Allen's appointment reflects the FinServ Foundation's ongoing mission to empower individuals and create pathways for success in financial services. Her leadership is expected to further strengthen the organization's commitment to developing talented professionals and driving positive change in the industry.


