Tampa, FL (April 15, 2024) – Baldwin Krystyn Sherman Partners, LLC (“BKS Partners”), an indirect subsidiary of BRP Group, Inc. (“BRP Group”) (NASDAQ: BRP), an insurance brokerage and risk management firm headquartered in Tampa, FL, is pleased to announce the appointment of Samantha Money to Partner.
Samantha Money, a seasoned private risk advisor with BKS Partners, specializes in safeguarding the assets and lifestyles of ultra-affluent clients through personalized insurance solutions. With a wealth of experience, Samantha focuses on guiding multi-generational families and catering to sports and entertainment clientele.
Her expertise is crafting comprehensive coverage strategies for high-value properties, exotic vehicles, aerospace, extensive art and jewelry collections, watercraft, and excess liability. Samantha excels in designing and implementing insurance plans for intricate portfolios, ensuring tailored asset protection against personal financial loss. Through meticulous program audits, she identifies and rectifies gaps in existing insurance coverage, ultimately striving to offer peace of mind and security for her clients and their families.
Samantha’s philosophy is deeply rooted in the essence of team collaboration. She fosters a collective knowledge base and skill set by merging expertise with wealth advisors, estate attorneys, and related professionals. This consolidated approach greatly enhances their capacity to deliver effective financial solutions and asset protection.
In addition to her extensive professional experience, Samantha holds professional accreditation from the Wharton School of Business as a Certified Advisor of Personal Insurance.
“We are thrilled to announce the promotion of Samantha Money to Partner. Samantha has consistently demonstrated a commitment to remaining highly skilled in her technical acumen, and her dedication to providing world-class service to all her clients is exemplary. Samantha truly embodies the Azimuth spirit, consistently putting the needs of the team before her own in a perfect personification of our ‘we before me’ principle. Her grit, resilience, and tenacity have not only helped her excel in her role, but they have also inspired those around her. We look forward to her continued contribution as she steps up to this new role.” – Taylor Reilly | National Managing Director
“I express my profound appreciation to BKS Partners for their invaluable mentorship and steadfast support they’ve extended throughout my professional journey. They’ve empowered my skills and instilled in me the confidence to strive to pursue my goals tirelessly. Collaborating alongside an exceptional team of colleagues has undeniably played a role in my accomplishments and has been instrumental in my success. I’m proud to work at BKS, and express deep gratitude for their unwavering trust in me.” – Samantha Money, Partner
Samantha Money can be reached at samantha.money@rosenthalbros.com
April 15, 2024
Media Contact:
Chelsea Pastrana
chelsea.pastrana@bks-partners.com
904.395.8036
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