Telephone: 301.798.6349Email: firstname.lastname@example.org
Suzi is part of Strategic Wealth Services within LPL Financial. She has over 30 years in the financial services industry which she utilizes to provide exceptional service to our clients. She handles new account processing, account transfers, contributions, distributions, online services in addition to many other aspects within her role. Suzi has earned her FINRA series 7, 63, and 66 licenses as well as her life, accident, health and long-term care licenses.
Suzi grew up in the Catskill region of New York and now resides in North Carolina with her family. In her free time, she enjoys spending time with family and friends, gardening, hiking, cooking and reading.
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.
Wealth management strategies to grow, preserve and transfer wealth.
Providing our clients and their loved ones with objective and value-driven financial guidance.
29 North Liberty Street
The Dajhana Building
Cumberland, MD 21502
(800) 935-6976 (toll free)
(301) 798-7669 (main)
(301) 798-9641 (fax)
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