Brian James Samson

Background

About Brian James Samson

With over 25 years of experience in the financial services industry, I have developed a strong expertise in wealth management, financial sales, and creation and execution of multi functional teams. I have led and coached teams of advisors and consultants across multiple states and offices, providing them with guidance, education, and support to deliver holistic and comprehensive solutions to the clients of TIAA, one of the largest and most respected financial services providers in the country. As a former Managing Director at TIAA, I was responsible for the regulatory oversight, performance, and growth of the West Central Region, which comprised of 24 states and 44 offices. I partnered with my amazing team of 12 Senior Directors, 10 Senior Managers, and over 160 Wealth Advisors to leverage cross-functional business relationships and position them for professional growth. Together, we achieved multiple successful audits, increased client retention and satisfaction, and generated over $135 billion in assets under advisement. I am also a certified coach, with a Coaching Fundamentals Certificate from iPEC Coaching, and I have a passion for empowering and developing others to reach their full potential.