With the knowledge that comes with more than 37 years of experience in the financial services industry, Suzanne helps investors navigate the variety of available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive account management, Suzanne strives to make recommendations solely in the interest of providing value and benefit to you. She works hard to help you pursue your financial goals and mitigate your risk. If you have a question or concern, she answers promptly, completely and truthfully. She will provide all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Suzanne joined Raymond James in November 2025 after 37 years at UBS Financial Services, Inc. She also spent two years at EF Hutton and had a short career in banking. She has been married to her husband, Michael, for over 40 years, and they have a son, a daughter and three grandchildren. Her main focus is a holistic, customized approach to wealth management and developing long-term relationships with her clients and their families. She is a graduate of Old Dominion University and has earned a portfolio manager title. She is a member of the Downtown Circle for CHKD and offers support for many charitable organizations, both locally and internationally. She is a long-term resident of the Norfolk/Virginia Beach area.