Prior to joining Merrill in 1999, Susan gained her extensive wealth management experience as an Estate Planning Specialist for an insurance company and a Relationship Manager for a local bank in Lexington, Kentucky.
Today she helps highly educated professionals and business owners across the country manage all of their financial tasks so they can concentrate on their business and personal interests. She provides them with personalized service, addressing their needs promptly and efficiently.
Supported by a variety of specialists throughout the Firm, Susan’s goal is to become the single source you turn to for all of your wealth management needs, including:
• Retirement income planning strategies
• Wealth transfer services
• Strategies for business owners
• Access to credit, lending, cash management and home financing services through Bank of America
Susan earned a Bachelor’s degree in Political Science from the University of Kentucky. She enjoys researching economic and political issues that could affect client portfolios and has taken advanced courses with an emphasis on foreign relations from the School of Diplomacy. She holds FINRA Series 7, 6, 63, and 65 registrations, life/health/variable annuity insurance licenses, and the Chartered Retirement Planning Counselor, and Accredited Domestic Partnership AdvisorTM designations from the College for Financial Planning Institutes Corp.
Fluent in several languages, she enjoys traveling and embracing different cultures. Susan is also passionate about supporting organizations involved with cancer research and children’s causes.
*NMLS ID: 697929
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.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
