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Senior Registered Service Associate

Sue Cloutier Bio Image

Sue works closely with Patti and Tina as they provide a collaborative approach to excellent client service. A good listener, her goal is to earn clients’ trust and help them define and reach the goals they have for their lives.

Sue found the financial services industry interesting and exciting during her first position as a wire operator at E.F. Hutton. Joining the team in 2015, Sue brings more than 30 years of experience to clients. She held additional roles with UBS, Gallagher Flynn Financial Advisors and Morgan Stanley Smith Barney that ranged from client service to operations. An accounting graduate from Champlain College in Vermont, Sue has also earned her Series 7, 63 and 65 licenses.

Patti Steffens Bio Image

“To give real service you must add something which cannot be bought or measured with money. And that is sincerity and integrity.”