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Advisor Insight from Suzanne
Suzanne is an Associate Wealth Management Advisor at Atlas Private Wealth Management. In her role, she prepares financial plans, retirement projections, and delivers financial planning guidance to support clients’ future goals, by understanding their unique financial landscapes.
Prior to joining Atlas, Suzanne spent eleven years with Ayco, a Goldman Sachs Company. Most recently Suzanne focused on the training and development of associates for their Private Wealth Management division. Other previously held roles at Ayco included trading operations and client account maintenance.
Suzanne graduated from Siena College in 2009 with a bachelor’s degree in finance and obtained her master’s degree in business administration from The University at Albany. She is currently working toward her CERTIFIED FINANCIAL PLANNER™ certification.
Suzanne is originally from Central New York and currently lives in downtown Albany. While not working, she loves to travel, spend time with friends and family, and relax with her cats.
CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.