Susan Seifert
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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
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • TX
  • VA
  • WA

Susan Seifert

Education

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

Credentials

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Retirement Plans Specialist

Susan Seifert

500 East Pratt Street
11th Floor
Baltimore, MD 21202

Email Me

susan.seifert@ubs.com
Susan Seifert
500 East Pratt Street,Baltimore,MD,21202

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
  • MA
  • MD
  • NC
  • NJ
  • NY
  • PA
  • TX
  • VA
  • WA

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

Email Me

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Tariffs, volatility and your portfolio

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.

Contact us

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As of 12/31/2024

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As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that clients understand the ways in which we conduct business, that they carefully read the agreements and disclosures that we provide to them about the products or services we offer. A small number of our financial advisors are not permitted to offer advisory services to you, and can only work with you directly as UBS broker-dealer representatives. Your financial advisor will let you know if this is the case and, if you desire advisory services, will be happy to refer you to another financial advisor who can help you. Our agreements and disclosures will inform you about whether we and our financial advisors are acting in our capacity as an investment adviser or broker-dealer. For more information, please review the PDF document at ubs.com/relationshipsummary.

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