Karee Sampson is a Managing Director at U.S. Capital Advisors (USCA) in Dallas. Karee, along with John Dix and their associates, are known as the Dix Sampson Consulting Group. They joined USCA in 2016 from Wells Fargo Advisors, bringing with them over 76 years of combined experience. The team provides customized investment strategies and outstanding service to an extensive individual and institutional clientele.
Ms. Sampson began her career in 1983 with Dean Witter. After 22 years with Morgan Stanley/Dean Witter where she was a Vice President of Investments, she joined Wells Fargo Advisors in 2006. Karee develops asset allocation strategies, provides in-depth portfolio analysis and oversees fixed income portfolio construction. Her comprehensive discipline extends to the critical aspects of the wealth management process focusing on risk management, capital preservation, trusts, estate planning and wealth transfer.
Karee holds a Bachelor of Science in Economics from the University of Utah. She resides in Dallas with her husband, Greg, and they have two children. Karee is actively involved with several non-profit organizations, including Susan G. Komen for the Cure, Children’s Medical Center Dallas, MD Anderson Cancer Center, and Community Partners of Dallas. She serves on the Estate Planning council of UT Southwestern Medical Center and on the board of the Jim and Joanie Hatcher Charitable Trust.