Truist Advisory Services
42yrs
Top advisor by experience in Westlake
New
Vanessa Samples
Financial advisor at Strategic Advisers
Vanessa Samples is a fiduciary financial advisor in Westlake, Texas, registered since Dec 2025. Vanessa has been with Strategic Advisers since 2025. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 522 advisors with offices in Westlake, and one of 518 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
OfficeOne Destiny Way, Westlake, TX 76262
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowStrategic Advisers LLCCurrent firm
Questions to ask Vanessa
Tailored to Vanessa’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Vanessa
How do I contact Vanessa?
Call Strategic Advisers at 617-563-7000 and ask for Vanessa Samples. Vanessa works from the Westlake, TX office.
How long has Vanessa been a financial advisor?
Vanessa is new to the profession, registered since Dec 2025, and holds 1 license.
What licenses does Vanessa hold?
Series 66. Tap any license on this page to see what it allows.
Is Vanessa a fiduciary?
Vanessa is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vanessa paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Vanessa for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Strategic Advisers
41yrs
Top 1% by experience in Westlake
Strategic Advisers
40yrs
Top 1% by experience at Strategic Advisers
Strategic Advisers
35yrs
Top 1% by experience in Westlake
Strategic Advisers
33yrs
Top 1% by experience in Westlake
Meristead Wealth
32yrs
Top 1% by experience in Westlake