Susan plays a pivotal role in upholding the high level of personalized service we offer our esteemed clients. Demonstrating both experience and prompt responsiveness, Susan believes her unwavering dedication to excellence is evident in every interaction with our valued clientele. Her valuable contributions greatly support our team, ensuring smooth operations and efficient handling of all administrative requirements.
Susan's initial interest in the financial markets led her to pursue a career in the financial services industry. Motivated by a desire to collaborate with a distinguished group of professionals, she ultimately found her place at Integrated Wealth Solutions of Raymond James. With a rich background in the financial services sector since 1998, Susan has garnered experience working with reputable organizations such as First Union, Smith Barney, and Banc of America Investment Services. Complementing her practical experience, she holds a Bachelor of Arts degree in psychology from the University of Central Florida.
Originally from Melbourne, Florida, Susan currently resides in Winter Springs with her husband, Bob. When she's not engaged in her professional pursuits, Susan enjoys indulging in hobbies such as gardening, baking, and cherishing quality moments with their beloved basset hound, Maggie.