Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 Advisor designations from the College for Financial Planning.
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
*Accredited Domestic Partnership Advisor (ADPA®) and Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
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.
English & Persian
University of Kentucky
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.