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Samantha Hendricks
Samantha Hendricks, CRPC®
Financial Advisor
Financial Planning Associate
1320 South University Drive
Suite 1000
Fort Worth, TX 76107
tel: 817-882-4908
toll free: 800-666-3929
fax: 817-336-7891
Email Me
Welcome Associations Education Experience Services
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Associations
  • Junior League of Ft. Worth
    Ft. Worth, TX
  • Joy Of Connecting Keller, TX
  • Southwest Women's Business Council
    Ft. Worth, TX
  • Ft. Worth Chamber of Commerce
    Ft. Worth, TX
  • DBU Alumni
    Dallas, TX
Education and Licensing
  • BBA - Marketing, 2004
    Dallas Baptist University
    Dallas, TX
  • MBA - Finance, 2006
    Dallas Baptist University
    Dallas, TX
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • General Agents Life & Health Insurance Licensed
Business Experience
  • 2008 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Ft. Worth, TX
  • 2006 - 2008: Merrill Lynch
    Financial Advisor
    Ft. Worth, TX
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Alternative Investments
  • Financial Planning
  • Fixed Income
  • Foreign Exchange
  • Futures
  • Lending Services
  • Philanthropic Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
  • Women and Company®
Samantha Hendricks is licensed in the following state(s): TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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