ADVISOR BIO

Susan Lynn Powers is a financial advisor with over 20 years of experience in the financial services industry. Susan is a Certified Financial Planner and a Chartered Financial Analyst. Susan has been a registered representative with Assetgrade, LLC since August 2015. Susan is also a registered representative with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc.. Susan has experience providing financial planning, investment management, and other financial services to individuals, families, and businesses.

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ADVISOR BIO

Susan Walters Morris is a financial advisor with Morgan Stanley, working out of the Atlanta, GA office. Susan has been in the industry for 30 years, joining Morgan Stanley in June of 2009 after spending time at Merrill Lynch and Citigroup Global Markets. Susan holds a Series 6, 7, and 66 license. Susan specializes in financial planning and investment advice, offering her expertise to individuals, families, and businesses.

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ADVISOR BIO

Susan Ramirez is a financial advisor with Ameriprise Financial Services, LLC. Susan has been in the industry for 26 years and has experience working with high-net-worth individuals, trusts and estates, insurance companies, and charitable organizations. Susan is licensed in multiple states, including Florida, Georgia, Illinois, and Texas. Susan offers a range of services, including financial planning, asset allocation, and portfolio management for individuals and businesses.

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ADVISOR BIO

Susan Elaine Godbee is a financial advisor with Raymond James Financial Services Advisors, Inc., in Atlanta, Georgia. Susan has been in the financial services industry since 2016. Susan holds Series 66, Series 7 and SIE securities licenses. Susan has a proven track record of providing financial advice to individuals, businesses, and institutions. Susan specializes in financial planning, portfolio management, and pension consulting. Susan has experience working with high net worth individuals, corporations, insurance companies, and pension and profit-sharing plans. In addition to Susan's role at Raymond James, Susan is also an Associate/Employee at Pinnacle Bank/Pinnacle Financial Partners.

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Susan Lundeen Smith is a financial advisor who has been in the industry since 2001. Susan is currently registered with Morgan Stanley and has been with them since June 2009. Susan is also a general partner in Lundeen Enterprises, LLLP. Prior to joining Morgan Stanley, Susan worked at CITIGROUP GLOBAL MARKETS INC. Susan holds Series 66, SIE, Series 31 and Series 7 licenses. Susan has a broad range of experience in the industry. Susan has specialized in a number of areas, including securities, investment management, and financial planning. Susan is registered in 30 states and is able to provide services to both individuals and institutions. Susan has extensive experience providing a wide range of services to individuals and institutions including asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Susan's goal is to help her clients achieve their financial goals by providing them with the best possible advice and guidance.

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ADVISOR BIO

Suzanne Cleypool is a financial advisor with over 15 years of experience in the industry. She is currently registered with Morgan Stanley and is licensed in multiple states. Suzanne has previously worked for Wells Fargo Clearing Services, LLC and Ameriprise Financial Services, LLC. Suzanne has a strong understanding of investment strategies and can help clients achieve their financial goals. She is committed to providing personalized service and building long-term relationships with her clients.

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Suzanne Robin Durbin is a financial advisor with over 29 years of experience in the industry. Suzanne is currently registered with Level Four Advisory Services, LLC as an Investment Adviser Representative. Suzanne has experience in working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Suzanne is also a Chartered Financial Consultant and holds a Series 6, 7, 63, 66, and 22 license. In addition to her work with Level Four Advisory Services, Suzanne is also a consultant/business solutions specialist for Level Four Business Solutions, LLC.

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ADVISOR BIO

Suzette Burns Bates is a financial advisor with over 15 years of experience in the financial services industry. Suzette is currently registered with IFG Advisory, LLC and holds Series 66, Series 7, and SIE licenses. Suzette has provided financial services to individuals, high-net-worth individuals, corporations, businesses, pension plans, charitable organizations, and other financial institutions. Suzette is committed to helping clients achieve their financial goals through personalized financial planning, retirement planning, investment management, and educational seminars.

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Svea Hall is a financial professional with over 18 years of experience in the financial services industry. Svea currently works for Goldman Sachs & Co. LLC as a Registered Representative. Prior to joining Goldman Sachs & Co. LLC, Svea was a Registered Representative at Jefferies & Company, Inc. and Credit Suisse Securities (USA) LLC. Svea is licensed to provide securities-related advice and services in all 50 states and the District of Columbia. Svea specializes in providing investment advice and portfolio management services to individuals, families, and businesses. Svea is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Swarnim Kanth is a financial advisor with Morgan Stanley. Swarnim is registered with the state of Georgia and Texas. Swarnim has been in the financial industry since August 2019. Swarnim specializes in portfolio management, financial planning, and asset allocation.

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