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$3.9 trillion
In invested assets globally
As of 12/31/2022
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Vice President–Wealth Management
Financial Advisor
Susan has over 34 years of experience in the financial service industry in both Norfolk and New York City. She believes comprehensive planning is the cornerstone of successful, long-term relationships with clients, their families, their foundations and their businesses. She is currently on the board of the Community Leadership Partners and has served on various boards within the community. She holds Series 7 and 66 securities licenses as well as life and health insurance licenses. She graduated from Mount Holyoke College with a B.A. in International Relations.
Vice President–Wealth Management
Financial Advisor
Susan has over 34 years of experience in the financial service industry in both Norfolk and New York City. She believes comprehensive planning is the cornerstone of successful, long-term relationships with clients, their families, their foundations and their businesses. She is currently on the board of the Community Leadership Partners and has served on various boards within the community. She holds Series 7 and 66 securities licenses as well as life and health insurance licenses. She graduated from Mount Holyoke College with a B.A. in International Relations.
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.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
