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 recently named to the 2020 *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 in 2020 and 2019. She has been named to the ***Raymond James Chairman’s Council for the top 1-2% advisors in the country for the last four consecutive years (2017-2020). 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 and was named the ******2014 Outstanding Member in Financial Planning at the Oklahoma Society of Certified Public Accountant’s annual Oklahoma Tax Institute in Norman.
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, East Cross United Methodist Church, Daybreak Rotary, and the Bluestem Medical Foundation. She is also a member of the Oklahoma Society of CPAs and American Institute of CPAs. Susan and her husband, Jim, have 3 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.
*About Forbes ranking of Top Women Wealth Advisors Data provided by SHOOKTM Research, LLC. Data as of 9/30/19. The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info
*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receive 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 over 4,000 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 not a service of Raymond James Financial Services, Inc.
*****A new winner is chosen annually by the OSCPA Personal Financial Planning Committee for having made a significant contribution to the growth, enhancement, and public awareness of the CPA in the financial planning community. ******A new winner is chosen annually by nominations to the Bartlesville Chamber of Commerce.