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Samantha Macchia

Partner, President/CEO, Senior Financial Advisor

Summit Financial Strategies, Inc.

Columbus, Ohio


Contact Information

Email
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LinkedIn

Company Information

Company
Summit Financial Strategies, Inc.
Industry
financial services
Employees
34.0
Seniority
C suite
Annual Revenue
9334000.0

Professional Summary

Samantha Macchia serves as Partner, President/CEO, Senior Financial Advisor at Summit Financial Strategies, Inc.. Summit Financial Strategies, Inc. operates in the financial services sector with approximately 34.0 employees. The company is headquartered in Columbus, Ohio. Summit Financial Strategies, Inc. generates annual revenue of 9334000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • 1,885 executive contacts are available in Ohio.
  • Our database includes 201,469 c suite-level executives.

Technologies

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Keywords

retirement planning wealth management college planning tax planning fee-only financial advisors financial planning fiduciary tax strategies estate planning client resources investment philosophy diversification risk assessment financial goals holistic planning transparency customized investment plans portfolio management cash flow management client relationships financial literacy financial technology social security planning charitable giving business succession client communication financial literacy education diversity equity inclusion wealth accumulation investment strategies long-term planning savings optimization market analysis retirement readiness investment recommendations tax optimization financial wellness comprehensive consultations succession planning insurance reviews performance tracking portfolio rebalancing cash reserves robo advisory financial health life planning family wealth dedicated advisor client-centric approach community involvement investment management financial services law practice legal services finance technology information technology & services financial advising investing

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Outreach Guidance — financial services Sector

Financial services executives like Samantha Macchia prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Samantha Macchia's Position in the MessageCEO Database

  • Samantha Macchia is 1 of 1 verified executive contact we track at Summit Financial Strategies, Inc..
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 1,794 verified executive contacts in Ohio are in the database.
  • 110 verified contacts work at financial services companies in the 34.0 employee range (same size as Summit Financial Strategies, Inc.).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated June 2026.

Frequently Asked Questions

How do I reach Samantha Macchia directly?

Samantha Macchia's verified email address is available to MessageCEO Pro subscribers. They currently serve as Partner, President/CEO, Senior Financial Advisor at Summit Financial Strategies, Inc.. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Samantha Macchia work for?

Samantha Macchia is Partner, President/CEO, Senior Financial Advisor at Summit Financial Strategies, Inc., a company in the financial services sector with 34.0 employees. The company is based in Columbus, Ohio.

Can I pitch or sell to Samantha Macchia?

As Partner, President/CEO, Senior Financial Advisor at Summit Financial Strategies, Inc., Samantha Macchia is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Samantha Macchia directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Samantha Macchia in?

Samantha Macchia works in the financial services industry as Partner, President/CEO, Senior Financial Advisor at Summit Financial Strategies, Inc.. MessageCEO provides verified contact information for executives across all major industries.

Is Samantha Macchia's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Samantha Macchia's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: June 25, 2026

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