Sue Bommarito,
WMS, AIF® Senior Vice President, Investments Managing DirectorWith 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 was named a Forbes Best-in-State Wealth Advisor* in 2019, 2020, and 2021 and a Working Mother Top Wealth Advisor Mom** in 2019, 2020, and 2021. She secured a spot on the Forbes America’s Top Women Advisors*** list in 2020 and Forbes Top Women Wealth Advisor’s Best-in-State**** list in 2022. She has also earned both the Wealth Management SpecialistTM 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.
* The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that 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 approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James not 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. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
** 2021 Top Wealth Advisor Moms SHOOKTM Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative critera, such as assets under management and revenue generated for their firms. Investment performacne is not a criterion because client onjectives and risk tolerances vary, and advisors rarely have audited performance reports. Ranking 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 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative critera. Raymond James is not affiliated with Working Mother 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 individual clients’ 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 www.shookresearch.com
***The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. 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 Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit forbes.com/top-women-advisors/#28abc5bd51f4 for more info.
**** The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that include: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generate for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received based on thresholds and 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone, 2,610 Advisors were interviewed in-person at the Advisors’ location, 1,203 were Advisor web based interviews, and 1,377 women won. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. 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 individual clients’ experience.
