Though some may see Wealth Management Specialist as a designation for what they do professionally, Sue takes personally her role and responsibility at the Bommarito Gudme Group to help individuals and businesses plan for their financial futures. As a result, clients know they always can rely on Sue to put their needs and interests first.
Sue has been a financial services professional for more than 25 years, beginning when she first joined Roney & Company. When it comes to retirement planning, Sue will be the first to tell you it's more than portfolio management – though she is a Wealth Management Specialist. That's why over the years she has developed specialized knowledge of retirement planning that includes life insurance and long-term care. This expertise enables Sue to create complete retirement pictures for her clients at the Bommarito Gudme Group while developing plans that address their individual retirement needs.
When it's time to relax, Sue enjoys traveling and spending time with her husband, Dan, and two sons, Brendan and Jacob.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Data provided by SHOOKTM Research, LLC, as of 03/31/2019. SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 03/2019): From a total universe of 300,000 advisors, based on our thresholds we received 30,691 nominations, of which approximately 20% (6,000) were women and less than half (< 3,000) at the time were mothers with children under the age of 21 and living at home. A final list of the top 400 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. For more information see SHOOKresearch.com.