Susan joined Raymond James in 2017, drawn by its client-first philosophy, and focus on quality client service.

She applies her more than 25 years of experience in the financial services industry to assist clients with their requests, needs and concerns. Working closely with our advisors, she makes it her mission to serve our clients at the highest level, with thoughtfulness and enthusiasm. Susan has a knack for anticipating needs and connecting with people. She loves to be of service, and no job or client is too small. Sue’s extensive experience is an asset to the team, holding Series 7, 63 and 65 licenses, as well as an insurance license.

Born in Hartford, Connecticut, she lives in Williamsburg, Virginia, with Rick, her husband, and Sadie, their faithful Newfoundland dog. They have two daughters and two grandchildren. When she’s away from the office, Sue enjoys spending time with her family, sailing, traveling and going to the theater.