PROFESSIONAL PROFILE
Sue joined Merrill Lynch in 1997 and has extensive experience helping clients develop and implement financial plans, as well as structure and monitor investments. She specializes in socially responsible investments, tactical investment management and retirement planning.
Sue provides financial services for individuals, families, and business retirement plans. She also provides investment services for nonprofit organizations and planning issues for unmarried partners.
She works with a team of specialists to offer superior advice and services in wealth management issues, including insurance and liabilities.
Sue values putting clients' needs first, superior investment returns, and reducing fees wherever possible.
Sue holds the Series 7 NASD General Securities Representative License, along with Series 66 Combined Uniform Investment Adviser License. She is a member of Vermont Businesses for Social Responsibility, Zonta International, and PridePlanners.
Sue attended graduate studies in education at the University of Minnesota and holds a B.A. from the University of Wisconsin at Madison. Originally from the Midwest, she lives in Westford, VT where she enjoys hiking, biking and gardening with her partner and daughter.