Susan is a Senior Financial Consultant working out of Manning & Napier's St. Petersburg office, serving clients in Southwest Florida up through North Florida and beyond.

In this role, she is responsible for managing all aspects of client relationships, with an emphasis on comprehensive financial planning, multi-generational wealth strategies, behavioral finance, and investment management.

Susan is a seasoned professional with more than 25 years' experience in the financial services industry. Prior to joining Manning & Napier in 2022, she worked at several firms of varying size and structures, including an RIA and large wirehouses. Clients love her consultative, reassuring approach, and deep knowledge of financial planning. She is passionate about collaborating with clients as a trusted advisor and implementing strategies to help them towards achieving their goals, allowing them to focus on their lives and what they enjoy most.

In her spare time, Susan is involved with her alma mater, Wake Forest University, is a member of the Krewe of Princess Ulele, is a member of the Leadership St. Pete Alumni Association (graduate of LSP Class of 2001); and enjoys reading, traveling, and spending time with family, friends, her husband, Sean, and German Shepherd Dog, Creasy Bear.

Susan is a CERTIFIED FINANCIAL PLANNER^™ professional and holds Series 7, 6, 63, and 65 licenses.

Schedule a meeting with Susan

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER^™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.