Throughout her more than 24-year career in the financial services industry, Susan has been honored to help the individuals and families she serves by employing a disciplined approach when working toward their financial goals. Susan works hard each day to be an ally for her clients, crafting custom plans designed to bring them increased financial confidence. A loyal person by nature, she acts a trusted partner and resource for her clients and truly enjoys fostering longstanding relationships with those she serves.
Before joining Raymond James, Susan was Associate Vice President, Investment Officer at Wells Fargo Advisors. She earned a bachelor's degree in business administration with a concentration in public administration from The University of Tennessee.
Susan serves as President for the University of Tennessee Alumni Board of Directors. She is an active member of First Baptist Church in Hendersonville and serves on the Finance Committee. She previously served as a board member of the Robertson County YMCA and the Springfield Planning Commission, as well as chair of the Northcrest Foundation Board.
When she's not following the University of Tennessee Volunteers, the Tennessee Titans or Nashville Predators, Susan enjoys spending time on the lake with family and friends. Originally from Portland, she lives in Gallatin with her husband, Tommy.
Please contact me at firstname.lastname@example.org.