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.
Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. View the Raymond James privacy notice.
Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.