Susan Prince is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™*; certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. in the Reston, VA office.
Susan is dedicated to providing clients with the finest individually tailored approach to investing. Susan assists a select group of clients with investment and wealth management needs. Drawing on her experience and Merrill's global resources, Susan delivers personalized advice to address the complex needs of individuals with substantial wealth. Susan offers clients a range of services including retirement and education planning; portfolio management; life insurance analysis; and a full complement of wealth preservation and transfer services.
Susan creates customized wealth strategies that are designed to help meet client expectations and long-term goals. Her goal is to help clients balance risk so that they can enjoy consistent returns while limiting the kind of volatility that can sometimes make investing an anxious experience.
Susan can work closely with clients' other family advisors, including attorneys and accountants, to focus on clients' tax, estate and wealth transfer planning strategies.
Susan graduated from Miami University with a B.S. in Applied Science. Prior to joining Merrill in 2003, Susan spent 14 years with the global management consulting firm Accenture.
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.
