Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Gazing

Susan Seifert

Financial Advisor

Susan Seifert is a native of Baltimore, Maryland. For nearly 35 years, Susan has been partnering with investment professionals to provide customized investment and financial planning solutions tailored to her clients. Susan utilizes her experience in the financial industry and education to develop comprehensive and actionable programs encompassing all aspects of wealth management, retirement, estate, and financial planning.

Susan has been a financial advisor at UBS since October 2005. Susan's practice focuses on family wealth management; financial planning; and both individual and corporate retirement planning.

Prior to UBS, Susan served as a Registered Representative with US Allianz Securities until 2005, and held various positions at T. Rowe Price since 1977. Susan was a member of the T. Rowe Price Fixed Income Trading Division until 1988, and focused on relationship management as a 401(k) retirement plans client manager until 2002.

Registered States:
  • AR
  • CA
  • DC
  • DE
  • FL
  • GA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • TX
  • VA

Education

  • B.S. Management/Leadership, The Johns Hopkins University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist
500 East Pratt Street
11th Floor
Baltimore, MD 21202
  • (410) 576-3204

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

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.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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