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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.
Election day is over. Now what?
Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?
Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
