Susan Hall

CFP®, ChFC®, CLU®, CDFA
Branch Manager
Financial Advisor

For Susan Hall, helping people make the most of their financial assets is rewarding work. Susan enjoys guiding her clients as they implement the investment strategies designed to help them reach financial independence.

Susan takes a comprehensive approach to wealth management. She sees her role as helping people make well-informed decisions about their investments – providing them with greater financial independence.

With more than 30 years of experience in the financial services industry, Susan provided financial planning services even before it was widely known as a profession. As a registered investment advisor representative, she has demonstrated a consistent ability to help preserve and invest the assets of her clients, many of whom have experienced major life changes including retirement, divorce or the loss of a spouse.

As a lifelong resident of the Chicago area, Susan is active in the Glenview community and area charitable organizations. She particularly enjoys her volunteer work with the Rotary Club of Glenview Sunrise where she has been a long-time Board member and Past-President. As involved as she has become in the community, Susan remains a staple in the lives of her family.

Susan holds the CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations. She received a Bachelor of Arts and a Master of Arts in Teaching from Northwestern University. She worked as a teacher and school administrator in the Chicago Public Schools, and later received a Master’s Degree in Business Administration (MBA) from DePaul University. Susan began working in the securities industry in 1985. She is a registered investment advisor representative and registered principal with Raymond James Financial Services,Inc.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.