Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Susan is driven to helping you care for what matters most. Whether considering home, health, giving, work, leisure, or 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 Lynch 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, she looks forward to the opportunity to serve you.
Susan grew up in Winston-Salem and graduated from the University of South Carolina with a double major in Spanish and Religious Studies. Interested in developing a career in Foreign Service, she worked at several international non-profits after graduating, one of which took her to Nairobi, Kenya. She helped match children orphaned by AIDS with domestic and international adoptive parents. Unfortunately, her time and her interest in Foreign Service were cut short in Kenya when the country went to war with Somalia, and Nairobi became increasingly dangerous. When Susan returned to the US, she worked for the State Employees’ Credit Union in Winston-Salem and Raleigh for three years, developing her latent interest in personal financial management, and decided to go back to school for a Master’s in Business Administration.
While attending graduate school at the University of Wisconsin-Madison, Susan was a board member for The Road Home (TRH) Dane County. TRH helped families experiencing homelessness find stable housing. Susan was elected President of UW MBA Toastmasters, where she helped others develop their public-speaking skills by leading meetings and delivering feedback to members. She also volunteered through MBAs with a Heart and took the “Polar Plunge” two years in a row to raise money for the Special Olympics. During her first and second year in graduate school, Susan worked with Merrill Lynch in Minneapolis, Minnesota as a Summer Financial Analyst Intern.
In May 2017, Susan completed her MBA in Corporate Finance and Investment Banking. She returned to Raleigh to be a Financial Advisor at Merrill Lynch. As a Financial Advisor, Susan helps individuals identify, prioritize, and work towards their financial goals.
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, Huntington’s Disease (HD) Reach, Rotary Club of North Raleigh, and the Wake County Women’s Giving Network. She is also a docent at Artspace Visual Art Museum and a Bank of America community volunteer.
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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Wealth Management Banking Specialist
Senior Wealth Management Lending Officer, NMLS #557383
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.
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Your advisor is a click away within our site or mobile apps
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
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.