Sue Bommarito, WMS, AIF®

Senior Vice President and Managing Director

Sue Bommarito began her career in the investment advisory business in 1992 with Roney and Co., which was acquired by Raymond James in 1999. She joined Randy Gudme’s team in 1993 as his service associate and, through his mentorship, obtained her Series 7, 63 and 65 licenses. Sue and Randy formed a partnership where they shared a common understanding that the needs and goals of their clients were their first priority, which still stands true today. Together they developed a comprehensive process for retirement planning, which includes income planning, Social Security and Medicare education, investment planning, estate planning and longevity planning.

Since taking over the business, Sue and her team continue to take a holistic and thoughtful approach to wealth management. They work with their clients to develop a plan that is unique to the client’s vision and life goals.

When it’s time to relax, Sue enjoys traveling and spending time with her husband, Dan, and two sons, Brendan and Jacob.