Susan uses her expertise and the many resources at her disposal to prepare reports for client portfolio reviews. Prior to joining the firm in 2005, she worked for UBS financial services and Paine Webber gaining the experience that she uses today as she serves the firm’s diverse clientele. Susan also holds her series 7 license.
Originally from Anderson, Indiana, Susan and her husband, Terry, live in Winterville, North Carolina, where Terry is the pastor of Temple Free Will Baptist Church. They have three children and five grandchildren with whom they enjoy spending time. Susan also likes to read and work on gardening projects in her yard.
Raymond James is not affiliated with the above organizations and/or charitable causes.