Susan provides personalized and timely support for all client account needs. She specializes in processing trades, ensuring Required Minimum Distributions are taken and managing alternative investment liquidation transfers. Susan also helps ensure office compliance with current rules and regulations.
Susan received her Bachelor's degree from Rollins College in Winter Park, FL. She also holds a Series 7: General Securities Representative License.
Susan joined the RWS team in 2004.
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Retirement Wealth Specialists is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice. This content is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Adviser Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.
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