ADVISOR BIO

Susan Marie Cornick is a registered Investment Advisor Representative with Branzan Investment Advisors, Inc. Susan has been providing investment research, portfolio management services, administration and trading services to investment advisors, trustees and trust companies since 1994. Susan has been active in the industry for over 35 years and has a strong track record of success. Susan has a Series 63, 65, and 2 license and specializes in providing portfolio management for limited liability limited partnerships, individuals, and pooled investment vehicles.

SPECIALIZATIONS

ADVISOR BIO

Susan Miller is a financial advisor with The Colony Group, LLC. Susan has over 20 years of experience in the financial services industry. Susan is a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist. Susan is registered with the state of Massachusetts. Susan specializes in working with high-net-worth individuals, families, and businesses. Susan provides a wide range of financial planning and investment management services, including retirement planning, college savings, estate planning, and tax planning.

SPECIALIZATIONS

ADVISOR BIO

Susan Rea has been in the financial services industry since 1979, serving clients in the Chico, California area. Susan is an experienced financial advisor with a deep understanding of the investment markets. Susan currently holds a Series 7, Series 3, Series 63, Series 65, Series 9, and Series 10 licenses, and she is registered with Stifel, Nicolaus & Company, Inc. in California. Prior to joining Stifel, Nicolaus & Company, Inc., Susan was a financial advisor at UBS Financial Services Inc. and Wells Fargo Securities Inc. Susan is dedicated to providing her clients with personalized financial advice and guidance to help them reach their financial goals.

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ADVISOR BIO

Susan Rich Harris is a financial advisor at Captrust. Susan is a registered Investment Advisor Representative in Tennessee. She is also licensed as a Series 6, 7, 63, 66 and SIE representative and is a Chartered Financial Consultant. Susan has over 20 years of experience in the financial services industry, and has previously been employed with firms such as Trustcore Investments LLC and Cambridge Way, Inc. Susan specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses.

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ADVISOR BIO

Susan Pajer is a financial advisor with over 12 years of experience in the industry. Susan is currently registered with Oppenheimer & Co. Inc. and is licensed to offer investment advice in a number of states. Previously, Susan was a financial advisor with WELLS FARGO ADVISORS, LLC. Susan specializes in providing investment advice to individuals and families, corporations, and retirement plans. She is committed to helping her clients achieve their financial goals through comprehensive financial planning and investment management. Susan's goal is to help her clients grow their wealth while protecting their assets.

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ADVISOR BIO

Susan Hulcher is a registered representative with RBC Capital Markets, LLC, a firm with more than $50 billion in assets under management. Susan is licensed in 35 states and holds Series 7, 66, and SIE securities licenses. She has over seven years of experience in the financial industry and has been with RBC Capital Markets since June 2016. Susan is a member of the Blue Star Families of Richmond board of directors.

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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.

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ADVISOR BIO

Susan Monaco is a financial advisor with Stifel, Nicolaus & Company, Inc. Susan has been in the industry since April 1984. Susan's professional experience includes previous roles with BARCLAYS CAPITAL INC. and PRUDENTIAL SECURITIES INCORPORATED. Susan is registered to provide investment advice in 49 states. Susan also holds the Series 63, Series 7, and SIE exams. Susan provides financial planning, pension consulting, and portfolio management services for individuals and businesses.

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ADVISOR BIO

Susan Grant Palombo is a financial advisor working with Robert W. Baird & Co. Inc. Susan has been in the industry since 2012. Susan holds the Series 66, Series 7 and SIE exams. Susan works out of the Austin, TX office.

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ADVISOR BIO

Susan Napier is a financial professional with over 18 years of experience in the industry. Susan is a registered representative with Goldman Sachs & Co. LLC, having joined the firm in October 2004. Susan holds the Series 3, 7, 57TO, and 63 licenses. Susan also passed the Series 66 exam and holds FINRA licenses. Susan is active in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

SPECIALIZATIONS