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Allen, Samantha

Executive Director, Marketing

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Samantha Allen, Executive Vice President of Marketing at Merit Financial Advisors, has transformed marketing into a primary engine of growth for one of the fastest-growing RIAs in the country. Under her leadership, marketing now directly supports both organic client acquisition and large-scale M&A expansion, helping Merit grow to over $24 billion in assets under management, 70 offices nationwide, and more than 17,000 client households. Samantha redefined the role of marketing by building a scalable, data-driven organization aligned to enterprise growth goals. She led the development of a diversified organic growth engine across channels including YouTube, client referrals, workshops, and strategic partnerships, generating billions in pipeline and measurable AUM growth. At the same time, she operationalized full-funnel attribution, connecting marketing activity directly to revenue outcomes.