Vice President, Atlantic Union Financial Consultants
Senior Financial Consultant, RJFS*
Office Phone: 434-970-1187
BioSusan began her career in the financial services industry in 2004, working as branch manager. Driven by a passion to help her people achieve their financial goals, she became a financial advisor.
Susan takes time to learn about clients and how to best preserve their assets and build their wealth. Then she works alongside them to develop personalized financial strategies designed to meet their financial goals. As life changes, so does the plan. Her primary goal is to help clients succeed at life’s financial journey.
Susan graduated from Lander University in Greenwood, South Carolina with a degree in Finance.
"Our clients put a lot of trust in what we do. We have a tremendous responsibility to them and I take that very seriously."
Susan provides coverage in the Charlottesville and surrounding markets.
*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
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