Susan Rogers

UIS; Financial Advisor, RJFS
Office Phone: 434-970-1187

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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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.

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