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 opened her own independent practice, Susan Dick Financial Services, LLC, in 2007. In August of that year, she joined Raymond James. Susan has been recognized by Raymond James as a Leader's Council Member1 for seven consecutive years and invited to attend the Barron's Top 100 Woman's Advisor Conference for three out of the last five years2. A certified public accountant (CPA), Susan also owns her own income tax planning firm, Susan Dick and Associates, CPA, PC3, 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 Norman4. She was also named the Bartlesville Chamber of Commerce's Corporate Executive of the Year in 20145 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, Kiwanis Club, 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.
1Membership is based on prior fiscal year production. Re-qualification is required annually. 2The “Barron’s Top 100 Women Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Attendees of the Barron’s Conference were comprised of the 100 women advisors listed in “Top 100 Women Financial Advisors,” as well as 500 financial advisors designated as the top 1% of producers of their firms. 3Tax services are through Susan Dick & Associates, CPA, PC and not a service of Raymond James Financial Services, Inc. 4A 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. 5A new winner is chosen annually by nominations to the Bartlesville Chamber of Commerce. The accolades mentioned may not be representative of any one client's experience and is not indicative of the advisor's future performance.