Mallory Sampson, CFP®

Director

Contact

sampsonm@pfmam.com
512.614.5336 office
512.364.4007 cell

Education
B.S. in Economics
Boston University

B.S. in International Relations
Boston University

Professional Designations or Licenses
FINRA Series 7 and 63 Licenses

CERTIFIED FINANCIAL PLANNER™

Started in the Field: 2011

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Mallory Sampson, CFP is a Director and member of the investment advisory team. She manages institutional fixed income and multi-asset class relationships nationwide, with a focus on government, captive insurance, and higher education entities. Mallory speaks at industry conferences and contributes to thought leadership within the firm.

She began her financial industry career in 2011 and joined the firm in 2019. Mallory earned a Bachelor of Science in Economics and a Bachelor of Science in International Relations from Boston University. She holds the Certified Financial Planner® (CFP®) designation.

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