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 most recently recognized by *Forbes 2019 Best-In-State Wealth Advisors. She was also recognized in 2018 & 2017 by Raymond James as part of the Chairman’s Council for the top 1-2% advisors in the country**. Susan was named as a **Leader’s Council Member for seven consecutive years before that and has attended the ***Barron’s Top 100 Woman’s Advisor Conference” on multiple occasions.
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. She was also named the Bartlesville Chamber of Commerce’s ******Corporate Executive of the Year in 2014 which honors a female executive who has made her mark in her corporate environment as well as her outstanding contribution to her company.
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.
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.