Susan helps us maintain the high level of personal service we provide our clients. Knowledgeable and responsive, her commitment to excellence is apparent in every client interaction. She greatly assists our team and plays a key role in handling and addressing all operational and administrative needs.
An interest in the markets first brought Susan to the financial services industry, and a desire to work with a distinguished team of professionals ultimately led her to Integrated Wealth Solutions. She has worked in the financial services industry since 1998 and has held positions at First Union, Smith Barney and Banc of America Investment Services. She earned a Bachelor of Arts degree in Psychology from the University of Central Florida.
A native of Melbourne, Florida, Susan resides in Orlando and enjoys growing orchids and exercising in her free time.