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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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
Credentials
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.
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
Credentials
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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