Suzi delivers dedicated administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, assist fully with their account-related questions and ensure they enjoy an extraordinary client experience.
Suzi also supports the business operations of our team and provides assistance to the financial advisors in financial planning. She holds Series 7 and 66 securities licenses, life and health insurance licenses, an inactive CPA license and is a Chartered Retirement Planning Counselor, CRPC®.
Before joining our team in August 2018, Suzi was a financial planning and investment professional for several years in Columbus following a lengthy career in finance with area companies including DSW, Tween Brands, Bank One and Price Waterhouse. She earned a bachelor’s degree in Accounting from Ohio University and an MBA in Finance and Marketing from The Ohio State University.
Suzi lives in Lewis Center with her husband Grant. In her free time, Suzi enjoys spending time with friends and family, traveling, reading, fitness sports, and is a certified yoga instructor.
Suzi is also dedicated to serving the community. She is a member of LifePoint Church and an active volunteer with Delaware County United Way and Women’s Leadership Network.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
