Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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, serves on the Haywood Community College Board of Trustees. Susan previously served on the Haywood County Community Foundation Board as well as the Haywood Community College Foundation Board.
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 three grandchildren, Remi, Andie, Hayden and two four legged family members, Parris and Leo. Another grandson on the way in November 2019! 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.
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.
Mars Hill University
Our experts examine the forces that are changing the world – and how they may impact your life
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, NMLS #589225
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage 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 strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.