Susan Sloan
Helping clients navigate life's financial decisions with clarity, confidence, and a long-term perspective. With 12 years in banking and 2 years in financial advising, Susan works to simplify the complex and create strategies tailored to what matters most.
Susan Sloan works with professionals who want more than just a financial plan. They want clarity, confidence, and a strategy that supports their goals today while creating options for the future.
As a Financial Advisor, she helps simplify financial decisions and design personalized wealth plans that fit real life. Whether you're advancing your career, growing your wealth, buying a home, planning for a family, or preparing for retirement, she helps you make informed decisions with clarity and confidence.
By bringing together the full capabilities of Merrill and Bank of America—including investing, banking, lending, and financial planning— Susan provides a connected approach that helps clients build, manage, and preserve what matters most.
Outside of work, Susan serves as an Ambassador for the Vestavia Hills Chamber of Commerce, where she enjoys building relationships, supporting local businesses, and investing in the growth of her community. Susan's mission is to help women design wealth with intention, enjoy life today, and create the freedom to choose what's next.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
