Smart Advice Client Focus®
Susan has been a Senior Financial Counselor with Weston Financial since 1993. She is a CFP® practitioner and a voting member of the firm’s Investment Committee. Susan works with high net worth individuals and corporate executives to develop goal oriented financial plans. She also works with her clients on corporate benefit, investment portfolio and tax strategies. She develops long term client relationships through listening and understanding her client needs and financial goals. She received a B.A. in Biology from Lake Forest College and a Masters of Science in Personal Financial Planning from Bentley University.
Form ADV Part 2B Brochure Supplement [PDF]
Washington Trust Wealth Management
News & Resources
Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency