As the founder of Washington Equity, Susan's primary focus is developing holistic wealth management strategies for high net worth clients. Drawing on her broad experience and the resources of her broker/dealer, Cetera Advisors LLC, she is able to provide unbiased, individualized investment solutions focused on total wealth management needs including, investment planning, tax sensitive investing, insurance, college planning, estate and wealth transfer planning.
With over 20 years of experience, Susan is a seasoned professional who is well suited to assist clients in making life-changing financial decisions. Susan has successfully completed the Certified Financial Planning Curriculum and earned an Executive Certificate in Financial Planning from Georgetown University. These distinct qualifications along with her years of experience enable her to provide skillful guidance to individuals, families and small businesses in their pursuit of financial security.
Before founding Washington Equity, Susan was a Compliance Principal for H. Beck Inc., a securities broker dealer. She is a graduate of Emmanuel College in Boston, MA and spent time as a researcher at Harvard University. In her spare time, Susan enjoys spending time with her two sons, reading, and exercise.
- General Securities Principal
- Investment Advisor Representative
- Investment Company & Variable Contracts
- Corporate Securities Representative
- Uniform State Law Securities
- Life, Health and Annuity Insurance License