Sue joined our team at Raymond James as a Client Service Associate in July of 2023. She previously worked with us at Merrill Lynch in a backup capacity. Prior to this, Sue had extensive experience in the medical administration field.

She is uniquely positioned to help our clients with day to day administrative and operational aspects, including account opening, fund transfers, and problem resolution.

Sue lives in Huron, Ohio with her husband Mike. They have two daughters, Isabella and Eliana. In her free time, she enjoys biking, hiking, boating and spending time on Lake Erie with family and friends.