Sue Bommarito,

With insight into how life’s details interconnect, Sue helps clients plan for the bigger picture. Throughout her 30-plus years in the financial services industry, she has developed a comprehensive process for retirement planning that includes income planning, Social Security and Medicare education, investment planning, estate planning and longevity planning.

Knowledgeable and empathetic, she builds strong connections with clients that inform her holistic approach. Working with her team, she helps each client develop a plan that is tailored to their vision and personalized strategies for pursuing life goals. “My mission is to help people live their best life and move forward with confidence,” Sue says.

Her way of doing business has brought her recognition in the industry. She has earned both the Wealth Management Specialist^TM and Accredited Investment Fiduciary® designations.

Sue believes in paying it forward and shares her insight as a member of the Raymond James Longevity Council, a policy and strategy working group, and the Women’s Advisory Council, the board of the Women Financial Advisors Network. She has been affiliated with Raymond James since the start of her financial services career in 1992.

She lives in her home state of Michigan with her husband, Dan; they have two children, Brendan and Jacob. When it’s time to relax, Sue enjoys traveling, listening to music, spending time with her family and exploring the great outdoors.