Investment Executive
Susan believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and she is deeply committed to helping her clients realize their long-term financial goals. She provides individuals and families a comprehensive approach to wealth management, risk management, tax planning and estate planning.
Susan employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to bring the right expertise and tailored financial solutions designed to meet her clients’ specific needs. She works diligently to meet her clients’ expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.
Susan was named to the 2020, 2021 and 2022 *Forbes list of America’s Top Women Advisors. This list recognizes top financial advisors across the U.S. She was also named to the **Forbes Best-In-State Wealth Advisors three consecutive years (2019-2021). She has been named to the ***Raymond James Chairman’s Council for the top 1-2% advisors in the country for five years (2017-2021). Susan was among the top woman advisors in the country to attend the ****Barron’s Top 100 Women Advisors conference in 2017.
A certified public accountant (CPA), Susan also owns her own income tax planning firm, *****Susan Dick and Associates, CPA, PC, which she opened in 2005. She has been working in the financial field for over 30 years.
Originally from Carthage, Mississippi, Susan graduated from Mississippi State University with a Bachelor’s degree in Accounting. Today, Susan is active in the community as a Premier Partner of the Bartlesville Chamber of Commerce and as a member of East Cross Church. She is also a member of the Oklahoma Society of CPAs and American Institute of CPAs. Susan has 2 children and 3 grandchildren. She enjoys spending time with her family and friends, reading good books, giving back to her community, cheering on the Mississippi State Bulldogs, and golfing when she has the chance.
*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 includes: 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 generated 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 (9,850 Women) 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 and 1,203 were Advisor web based interviews. 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.
**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’ 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. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of 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. Raymond James is not affiliated with Forbes or Shook Research, LLC.
***Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
***“Barron’s Top 100 Women Financial Advisors” 2017 Barron’s is a registered trademark of Dow Jones & Company, L.P. all rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including statutes, and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures are often influenced more by clients’ risk tolerance than by an advisors’ investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, is not indicative of advisor’s future performance, Neither Raymond James not any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
*****Tax services are through Susan Dick & Associates, CPA, PC and is not affiliated with Raymond James Financial Services, Inc.
