Sammie Mathis

Sammie Mathis is a colleague at Mercury Private Wealth Management (MPWM) in New York City. Your firm is a group of private wealth advisors who are knowledgeable about tax and investment strategies, securities, insurance, pension plans, and real estate. You work closely with high-net worth clients. You are an associate advisor at Mercury, with $1 billion of assets under management. . Sammie has $1.6 billion of assets under management. Sammie is analytical, has financial knowledge and integrity, is conscientious and proactive, and is a good communicator. She loves to compete with you on client base growth for the firm. She rivals you for the quest to become partners within Mercury Private Wealth Management. Sammie is super competitive and will use cutthroat tactics against you. It is advised not to trust her too closely.