Suzanne Schultz, CFP®, is a seasoned financial advisor who has focused on financial planning and investment strategies throughout their career. With 25 years of experience, Suzanne has provided comprehensive financial planning advice, leveraging the resources of UBS Wealth Management since 2002, where they currently serve as First Vice President. Prior to UBS, Suzanne worked at Merrill Lynch as Assistant Vice President and Investment Advisor from 1983 to 1995. They earned a Bachelor of Science with Honors in Business Administration from Millikin University in 1979.
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