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Suzanne M. Peterson, CRPC®
Investment Portfolio Associate

As a Chartered Retirement Planning CounselorSM, Suzanne provides essential goal-based planning designed to meet the financial, retirement and education needs of her clients. Her experience and background allow her to assist in the management of client portfolios and build investment strategies to help meet individual client goals.

Our clients appreciate her strong work ethic and helpful personality. She applies her years of knowledge to determining investor profiles, objectives and time horizons in order to offer specialized advice and appropriate investment selections.

Before joining Raymond James, Suzanne was an investment associate at Merrill Lynch for more than 26 years, and earned a bachelor’s degree in business and economics from Arkansas Tech University.

Active in community organizations, Suzanne has been a board member of Immaculate Conception Catholic School and vice president of the Diocese of Little Rock School Board, and served on several local school parent-teacher associations.

A Fort Smith native, Suzanne lives here today with her husband, Mike, and their son, Chris. She attends Immaculate Conception Church and enjoys gardening, going to the lake, and spending time with friends and family.

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