ADVISOR BIO

Susan McCants is an Investment Advisor Representative at Abacus Planning Group, Inc. in Columbia, SC. Susan has been in the industry since October 2001 and is registered with the state of South Carolina and Texas. Susan holds the Series 65 license and is a Certified Financial Planner. Susan specializes in providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Susan Brown is an investment advisor representative with Onedigital Investment Advisors and has been in the industry since 2000. Susan is registered in North Carolina. Susan has Series 63 and Series 65 licenses. Susan has experience working with individuals, businesses, investment companies, pension plans, charitable organizations, and state or municipal governments.

SPECIALIZATIONS

ADVISOR BIO

Susan Elizabeth Schieding is an investment advisor representative with World Investment Advisors, LLC. Susan has been in the financial services industry since August 1994. She has a Series 6, 7, and 63 license as well as a Series 65 license. Susan specializes in portfolio management for individuals, businesses, pooled investment vehicles, and pension consulting. She has extensive experience in providing financial planning services and selection of other advisors. Susan is registered with the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Iowa, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Vermont.

SPECIALIZATIONS

ADVISOR BIO

Susan Stephens is a financial advisor with over 25 years of experience in the financial services industry. Susan Stephens currently works with Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc. Susan worked for CHARLES SCHWAB & CO., INC. Susan has experience working with corporations, individuals, high net worth individuals, charitable organizations, retirement plans, and other types of clients. Susan Stephens holds Series 63, Series 65, Series 7, and Series 62 licenses.

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ADVISOR BIO

Susan Sandstrum is a Financial Advisor at RBC Capital Markets, LLC. Susan has been in the industry since 1997 and has a wide range of experience in the financial services industry. Susan is a registered representative and holds the Series 7, 24, 31, 52TO, 53 and SIE licenses, as well as the Series 63 license. Susan has extensive experience working with individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Susan Shoemaker is a financial advisor with Captrust. Susan has been in the financial services industry since 1994. Susan has a Series 7 and Series 63 license and is also a Certified Financial Planner. Susan has experience working with individuals, businesses, and retirement plans. Susan is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Susan Joan Blahak is a financial professional with over 30 years of experience in the industry. Susan has a wide range of experience, having worked at both William Blair and D.A. Davidson & Co. She is a registered representative and holds Series 7, 24, 52, and 63 licenses. She is a registered principal with D.A. Davidson & Co. and her current location is the Denver, Colorado branch office. Susan has experience with a variety of client types including corporations, individuals, high-net-worth individuals, and charitable organizations. Susan is dedicated to providing her clients with personalized financial guidance and investment solutions.

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ADVISOR BIO

Susan Lynn Packard is a registered representative with Hunter Associates LLC. Susan has been in the financial services industry since January 1992 and has been with Hunter Associates LLC since January 1995. Susan holds the Series 7 and Series 63 securities licenses. Prior to joining Hunter Associates LLC, Susan was employed by PARKER/HUNTER INCORPORATED and CHAPLIN-MULLAUGH, INCORPORATED.

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ADVISOR BIO

Susan Matlow is a Certified Financial Planner and an Investment Advisor Representative associated with Cerity Partners LLC in New York, NY. Susan holds the Series 65 license, which allows her to provide investment advice. She has been in the industry since July 2013, and her current affiliations include Cerity Partners LLC. Susan's experience encompasses various areas, including working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Susan's services include financial planning, portfolio management for individuals and businesses, and selection of other advisers.

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ADVISOR BIO

Susan Jane Marshall is an active investment advisor representative and broker registered with Robert W. Baird & Co. Inc., since October 2019. Susan has been working in the financial industry since March 1988 and has worked for several well-known firms, including PNC Investments, J.J.B. HILLIARD, W.L. LYONS, LLC, FSC Securities Corporation, and Marsh & McLennan Securities Corporation. Susan offers a variety of financial planning and investment advisory services to individuals, businesses, and institutions. Susan holds a Series 63, Series 65, Series 7, and SIE license.

SPECIALIZATIONS