Suzanne Simpson

Suzanne Simpson

Investment Advisor Representative


Suzanne has over twenty years’ experience working with clients in the Financial Services Industry.  As an Investment Adviser Representative she works with her clients to understand their financial needs and to help them achieve their goals.  Suzanne works with individuals and small businesses to advise them in the areas of retirement planning, income needs in retirement, portfolio allocation and risk management.  She also advises her clients on long-term care planning as well as life insurance and disability insurance.  Suzanne has created many valued long-term relationships with clients while assisting them in the development of their financial strategies.

 

Professional Credentials

Chartered Life Underwriter (CLU)

FINRA Series 6, 63, 65 Professionally Licensed

Life and Health Licensed in MD and other states

 

Professional Involvement

Member of the Society of Financial Services Professionals

 

Background

Suzanne is originally from the Baltimore area.  Her previous career was with IBM in the Washington, DC, Connecticut, New York and Baltimore regions.  While working with clients in the financial services area Suzanne has gained recognition for her professional, thorough and thoughtful approach to working with clients.  She enjoys spending time with family, exercising, travelling and cooking.