About Susan
Susan strives for ongoing and close personal contact with each of her clients and works with the portfolio management team to communicate and further enhance each client’s personal financial strategy. Susan also manages many of the marketing and charitable initiatives for the Boca Raton office.
Susan resides in Boca Raton, has two grown children, and enjoys traveling, reading, and gardening.
Education and Professional Milestones
- Notre Dame of Maryland University in Baltimore – bachelor’s degree in finance
- Has also held various financial services roles, including for Morgan Guaranty Trust, Chase Manhattan Bank, Algemene Bank Nederland, Citibank Private Bank, Wachovia Wealth Management, and Levitt Capital Management
- Is a member of the Boca Museum Professional Advisory Committee and the Greater Boca Raton Estate Planning Council and volunteers at Tri-County Animal Rescue
Susan strives for ongoing and close personal contact with each of her clients and works with the portfolio management team to communicate and further enhance each client’s personal financial strategy. Susan also manages many of the marketing and charitable initiatives for the Boca Raton office.
Susan resides in Boca Raton, has two grown children, and enjoys traveling, reading, and gardening.
Education and Professional Milestones
- Notre Dame of Maryland University in Baltimore – bachelor’s degree in finance
- Has also held various financial services roles, including for Morgan Guaranty Trust, Chase Manhattan Bank, Algemene Bank Nederland, Citibank Private Bank, Wachovia Wealth Management, and Levitt Capital Management
- Is a member of the Boca Museum Professional Advisory Committee and the Greater Boca Raton Estate Planning Council and volunteers at Tri-County Animal Rescue