Lasting relationships. For all that matters

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Young family at the beach

Susan Marie Bailey

Senior Vice President–Wealth Management

Susan is the lead Wealth Advisor of Bailey Wealth Management, a financial planning practice with UBS Financial Services, Inc.  Bailey Wealth Management offers services that go beyond traditional portfolio investment management, with a focus on income planning, insurance protection, long term care, and generational wealth transfer.

After beginning her financial services industry career in 1983 with E.F. Hutton, she joined Paine Webber 1989, which was later purchased by UBS in 2000. Susan has several areas of specialization that include corporate stock benefit management for employees at major corporations based in Arizona. In addition, Susan is an advocate of financial education for women – "empowering women to streamline and take control of their financial management is critical to their financial independence."

Susan lived in West Bloomfield, MI and Dayton, OH before moving to Arizona to attend college. She graduated Cum Laude with a Bachelor of Science in Business from Arizona State University. Susan is the mother of 2 adult children, RJ and Jessica, and resides in Scottsdale with 3 Chihuahua housemates.

Associated with multiple charitable organizations in support of select client and colleague causes, Susan  is also a supporter of foster dogs and animal rescue. Through her passion for fitness and nutrition, she became involved in the physical fitness industry. Some of her proudest achievements outside of the office include, placing as a National Champion in the Master’s National Figure Fitness Competition in 2014, and competing in over 13 fitness competitions over a 10 year period.

Registered States:
  • AZ
  • CA
  • CO
  • FL
  • GA
  • HI
  • IL
  • IN
  • MD
  • MI
  • MN
  • MT
  • NC
  • NH
  • NM
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • WA
  • WI

  • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2012The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes America’s Top Women Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.S. Business, Cum Laude, Arizona State University

Credentials

  • Corporate Stock Benefit Consultant
4800 N Scottsdale Road
Suite 4500
Scottsdale, AZ 85251
  • (480) 443-5408

Email Me

The Year Ahead - Sustainable Investing

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.

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