Samantha Bates

Background

About Samantha Bates

After a rewarding career in post-acute healthcare, I’ve transitioned into financial services; bringing with me a passion for service, relationship-building, and helping people make confident decisions during key life transitions. With an MBA in Finance and years of experience advising clients and organizations in complex environments, I’m excited to return to my financial roots and help individuals, families, and small businesses create personalized plans that support their goals. At Edward Jones, I focus on working with professionals managing career transitions, business owners building for the future, and families focused on things like 401(k) options, education planning, and legacy strategies. I believe financial strategies should be personal, approachable, and grounded in your values. As a mom of two young kids, I also understand the importance of time, clarity, and trust when it comes to making long-term decisions for your family or your business. Whether you’re just getting started or ready for what’s next, I’d be honored to support your For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see