Suzanne began her financial services career in 1988. She is active in the community, her industry and issues that concern her clients. She is a member of several industry organizations, including the Investment Management Consultants Association. Suzanne volunteers locally where she is a member of San Diego Rotary, The San Diego Women’s Foundation, LEAD San Diego and volunteer for the ProKids First Tee of San Diego. She was also a board member for the ProKids First Tee of San Diego, a board member for the San Diego Women’s Foundation where she served as President, a board member for the San Diego Downtown YMCA for several years and served on the Advisory Committee for the San Diego Foundation’s Philanthropy Department.

Suzanne earned her CERTIFIED FINANCIAL PLANNER™ designation in February 1998 and she continues to update herself on current wealth planning issues. She has completed corporate courses on Estate Planning, Managed Money, 401(k)s, Financial Planning, Retirement Planning as well as completing the management development program in 1999. She holds a Chartered Financial Consultant Designation and has completed a Senior Consultant’s Program at the Wharton School. She earned her Certified Investment Management Analyst (CIMA) through IMCA and the Wharton School.

Suzanne has conducted numerous seminars and offered several articles on investing. She is often invited to speak to groups to share her knowledge, experience and innovative investment strategies. For more information, please contact her at 858.320.4212 or suzanne.latour@raymondjames.com.