UIS; Financial Advisor, RJFS
Susan began her career in the financial services industry in 2004, working as branch manager. Driven by a passion to helping her people achieve their financial goals, she became a financial advisor.
Susan takes time to learn about clients and how to best preserve their assets and build their wealth. Then she works alongside them to develop personalized financial strategies that meet their financial goals. As life changes, so does the plan. Her primary goal is to help clients succeed at life’s financial journey.
Susan is a Bearcat, having graduated with a degree in Finance from Lander University in Greenwood, SC.
"Our clients put a lot of trust in what we do. We have a tremendous responsibility to them and I take that very seriously."
Check the background of this investment professional on FINRA's BrokerCheck
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