Susan is a partner of The Kempf Batchelor Group. Find her team website here: https://fa.ml.com/north-carolina/chapel-hill/kb/
Susan is a CERTIFIED FINANCIAL PLANNER™ professional and works with business owners and executives. She received her Master's in Business Administration at the University of Wisconsin-Madison, where she specialized in Corporate Finance and Investment Banking. Susan has worked throughout her career to become a more knowledgeable and insightful advisor for her clients.
She lives in Raleigh with her husband and works out of Chapel Hill. Susan is a proud board director for the United Arts Council of Wake County and previously served on the boards of the Rotary Club of North Raleigh, Huntington's Disease (HD) Reach, and the Wake County Women’s Giving Network.
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. Serving clients throughout the United States, Susan looks forward to the opportunity to serve you.
Call Susan at 919-428-2171 or email her at susanbatchelor@ml.com
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
