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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
Are you ready?
In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?
We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
