Susan Cassell
,
Senior Vice President, Wealth Management Advisor
300 W Vine St
Lexington, KY 40507
859.231.5217
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.


I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Recognition
Working Mother "Top Wealth Adviser Moms", 2019-2020
(Published annually Sept – Oct. Rankings based on data as of Mar 31 of current year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2023-2024
(Published annually Feb – April. Rankings based on data as of June 30 – September 30 of prior year.)
Forbes "Best-in-State Wealth Advisors", 2023-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Professional Staff
Summer Dawhare Steiner
Wealth Management Client Associate
859.231.5278
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeremy Cron
Wealth Management Banking Specialist
Nicholas A. Beilfuss
Wealth Strategies Advisor
Sean Washington
Wealth Management Banking Specialist
About Merrill

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.

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CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Susan Cassell is registered to do business in AL, AR, CA, FL, IL, KY, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA, WI, WV.