<span>Suzi Lederer</span>

Suzi Lederer

Client Concierge

Telephone: 301.798.6349
Email: suzi.lederer@lplfinancial.com

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.

OUR TEAM

Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.

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Wealth management strategies to grow, preserve and transfer wealth.

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