Susan is a Certified Financial Planner™ professional, Wealth Advisor and Senior Portfolio Manager, focusing on investments and tax minimization strategies. She brought more than 30 years of experience to Raymond James Financial Services when she joined the firm in 2014. Previously, she worked on Wall Street in New York City and at both Morgan Stanley and Merrill Lynch in Tulsa. Susan focuses on a select group of clients who seek an extraordinary level of knowledge and experience and desire the highest level of service and attention. She uses a five-step process that results in a highly customized financial strategy. She works closely with the client’s tax and legal advisors to coordinate complex objectives and goals and helps manage all aspects of their finances and investments. Developing long-lasting client relationships, she is considered their personal confidant. The client-centered approach includes the disciplined five-step process that enables her to craft a blueprint plan that deals with unique challenges. The result is a highly tailored financial strategy specific to each client, helping them achieve their goals and manage risk through proper asset allocation and diversification on market risk-compared investments. Ongoing review and re-evaluations provide adjustment opportunities for not only the client’s changes but also for the changes in the investment markets and risk management techniques. In the past years, she was honored to have been selected as one of Oklahoma’s Top Ten and Top Five Financial Advisors. She also was selected to attend the Barron’s/Winner’s Circle Top Women Advisors Summit, a gathering of the nation’s elite financial advisors. She is a graduate of the Wharton School of Business for Financial Advisors. She is active in the community and lives in Tulsa with her husband, Bob.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing cetification requirements.