The right moves for your financial future

Your financial success has brought great opportunity and, likely, complicated challenges. As UBS Wealth Advisors, we're committed to providing comprehensive wealth management to help you pursue what matters most. Let's start the conversation about how our experience and access to the global resources of UBS can help you pursue everything that's important to you, your family and your business.

Train mountains

Susan Lee Blount, CFP, CIMA

First Vice President–Wealth Management

Financial Advisor

There are many ways I advise a client - from creating a financial plan and investment strategies to the smart execution of innovative ideas. I believe these are critical foundations for success, but I believe what truly delivers the greatest value to my client is thoughtful listening. I create an atmosphere where my client and I explore their passions together, where I become aligned with their thinking - a relationship that allows my client the freedom to pursue the activities that enrich their lives.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TX
  • VA
  • VT
  • WA
  • WI

Education

  • Bachelor of Science degree in Secondary Education, University of New Mexico
  • Master's degree in Public Health, Loma Linda University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Wealth Advisor
444 Cedar Street
Suite 2200
St Paul, MN 55101
  • (651) 298-1693

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights