Susan Hedberg

WMS
Wealth Management Specialist
Senior Financial Planning Consultant

As a Wealth Management Specialist, Susan brings over 30 years of investment experience to the team. Susan's strength is in the personal interaction with each client. She has focused her practice on all aspects of wealth management including but not limited to: comprehensive financial planning, intergenerational wealth transfer, retirement planning and portfolio construction.

Susan joined Raymond James in July of 2005 as part of a unique mother/daughter investment team, Saunders & Saunders Wealth Management. Susan currently holds her Series 7,9,10,63 & 65 licenses as well as Life and Annuity Insurance licenses in both Florida and Georgia.

Susan graduated from the University of North Florida in December 1985 with a BBA in Finance & Accounting and started training that same month at Dean Witter Reynolds as an advisor trainee, graduating in Mary 1986 to a full investment advisory position.

Susan was recruited into the banking sector to manage client portfolios for Florida National Bank before partnering with her mother. In 1993, the team of Saunders & Saunders was created and in 1995 they opened the first Ponte Vedra branch for Smith Barney.

Susan's partner in First Coast Investment Group is her husband, Bill Hedberg. When they aren't working, they are either traveling or relaxing with friends on the beautiful beach of Ponte Vedra.