Susan works with wealth advisors to manage client portfolios, monitor accounts and advise on overall investment strategies. The most satisfying part of her work is helping clients stay calm during turbulent markets.
Prior to joining Buckingham Strategic Wealth in 2015, she worked as a financial advisor at Edward Jones and also served as an independent financial advisor. Susan has a bachelor’s degree in mathematics and French from Louisiana State University, and she earned her MBA from Washington University.
Current role