Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Susan joined Merrill Lynch Wealth Management in 2007 with over 21 years of experience in the financial services industry working with both individual and commercial clients. She graduated Magna Cum Laude with a B.S. in Business Administration with a concentration in Commercial Banking from Mars Hill College. Susan has earned a CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards as well as a Chartered Retirement Planning CounselorSM designation awarded by the College for Financial Planning.
Susan is currently a member of the Waynesville Rotary Club and the Waynesville Rotary Foundation Board. Susan previously served on the Haywood County Community Foundation Board as well as the Haywood Community College Foundation Board and the Haywood Community College Board of Trustees.
Susan believes that excellent service is the "key" to building long term client relationships. She provides guidance and advice for individual and business clients in building and preserving wealth across all areas of their financial lifestyle. She takes into consideration retirement strategies, wealth transfer strategies, college savings strategies, life and long term care insurance planning, as well as accessing Bank of America for lending recommendations.
Susan and her husband Michael reside in Waynesville, North Carolina and have three grown children, Brookely, Jarrett, and West, as well as four grandchildren, Remi, Andie, Hayden, Nash and two four legged family members, Parris and Leo. It was a banner baby year in 2019! We will see what the new year holds! Susan enjoys spending time on Lake Douglas in Tennessee, getting together with friends and family, visiting new places, and the escape of a good book.
Our team is involved with local communities, assisting charitable organizations such as Rotary, Manna, and the local Soup Kitchen. For more information about how we can help you pursue your goals and dreams, contact us at your convenience.
Mars Hill University
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
Bank of America, N.A.
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 periodically 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.