Moving to the Clearwater, Florida area from New York City, Susan began her financial career with Raymond James & Associates in 1995. Originally hired to assist clients and financial advisors at the Saint Petersburg corporate headquarters Carillon Branch, Susan served as a registered client service associate until moving to the Clearwater Branch in 2004 as Operations Manager. Assisting clients with their financial needs remains a focus of Susan's day as a Practice Business Manager.

Susan earned her bachelor's degree from Eckerd College in Saint Petersburg, Florida, focusing on global business development and management.

The Clearwater Florida outdoor lifestyle has been an easy adjustment for Susan and her three sons.