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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.
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
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
