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Samira Ranganathan

Samira Ranganathan

Administrative Assistant

Samira has been in the financial and securities industry since 1999. She plays a vital role as the Managing Coordinator/Liaison for the Investment and Financial Planning Division of our firm. She plays an integral role in the daily communication and detailed paperwork required in opening new client accounts, while diligently handling clients’ reports, thoroughly attending to existing client requests and account updates.

She graduated with a Master’s degree in Accounting. Being an Enrolled Agent (EA) enrolled to practice and represent before Internal Revenue Service (IRS) and prepare tax returns.

Samira has a passion for travelling with her family within and outside the country, enjoys listening to trilingual music, gardening, interest in Bollywood dance and in spare time likes doing art and craft work. Samira resides in Bucks County with her husband and daughter who graduated from Swarthmore College with major in Cognitive Science and minor in Spanish.