Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Susan focuses on working with business owners and entrepreneurs. Whether you are on your first, second, or last business, Susan is driven to helping you care for what matters most. When you are considering the sale or purchase of a business or life in retirement, you have goals and concerns that are important to you and your family. The value you place on your life priorities is matched by the desire to work with an advisor that listens to your goals, concerns, aspirations and dreams; one capable of using this understanding to help you align your financial resources to your life priorities, and from this, assist you in achieving the most out of life.
The process begins with an understanding of your risk tolerance, liquidity needs, timeline, financial resources, goals, and concerns. It progresses to a financial strategy aligned to what matters most to you; one supported by the investment resources at Merrill and the banking convenience of Bank of America. It culminates with a personalized wealth management strategy designed to help you achieve the best life for you and your family.
It may be time for a new approach to the journey ahead –one based on what matters most to you and connects you with the advice, guidance and care you desire along the way. Susan can assist you along this path, providing the resources needed to help you connect to a better financial life. Based in Raleigh, NC and serving clients throughout the United States, Susan looks forward to the opportunity to serve you.
Susan grew up in Winston-Salem, North Carolina and received her Bachelor's Degree in Spanish and Religious Studies from the University of South Carolina-Columbia. Susan has lived in Kenya, Spain, and Argentina. She previously worked for several nonprofits focused on international relations and finance before returning to school for her Master's in Business Administration at the University of Wisconsin-Madison, where she specialized in Corporate Finance and Investment Banking. She returned to Raleigh to be a Financial Advisor at Merrill.
Susan is married and lives in North Raleigh with her husband and their dog. Susan is a proud member of several boards that support her passion around the community, mental health, the Arts, and issues affecting women. She is a board director for the United Arts Council of Wake County, Rotary Club of North Raleigh, and the Wake County Women’s Giving Network. She previously served on the board of Huntington's Disease (HD) Reach and as a docent at Artspace Visual Art Museum.
Call Susan at 919-829-2079 or email her at email@example.com.
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.
University of South Carolina System
University of Wisconsin System
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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.
Bank of America, N.A.
Wealth Management Banking Specialist
Senior Wealth Management Lending Officer
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.
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Your advisor is a click away within our site or mobile apps
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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.