Service & Marketing Associate
Customer service is Suzy’s specialty! Here at Raymond James, she can be found helping clients enroll in their Investor Access, planning seminars, talking with clients about their statements, taking credit card applications, updating beneficiaries of clients IRAs, preparing marketing materials or answering any general questions that clients may have. She will help you with a friendly voice and positive attitude, because the clients are very important to her!
Fascinated by the work of this industry, coupled with the knowledge and care that Mike Finkle and Chris Kittell provided for their clients, Suzy joined Raymond James in April of 2008, and then we had the addition of Bob Henry in 2010, which expanded the team even more. Her background consists of over 20-plus years of customer service with several of those years being in a human resources environment. Prior to her employment at Raymond James she had worked for three years as an Illinois state licensed mortgage loan officer. She holds her Bachelor of Arts in communications from Millikin University, in Decatur, Illinois, and also has her Associate of Arts from Danville Area Community College.
Suzy currently lives, grew up in and graduated from Bismarck and has two college age children. Outside of work, she enjoys participating in many of the local community theater groups, and can often be found producing or performing on stage in theatrical shows.