Behind every great firm are outstanding individuals. The team at Atlas is made up of a dynamic group of individuals – each with their own unique story and journey. We believe in celebrating and fostering the diverse and rich set of interests and skills of our team members so that collectively, we can bring that same commitment to our clients as they pursue their goals and passions.
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Financial Planning
Associate Director
800-432-7447 ext. 150
Suzanne is the Associate Director of Financial Planning at Atlas Private Wealth Management. In her role, she partners with clients and families to assist them in achieving their goals through comprehensive financial planning. Suzanne’s primary focus is to assist clients with cash flow, investments, and retirement and education funding. Additionally, Suzanne works with the financial counseling program for independent and private schools across the northeast.
Prior to joining Atlas in 2019, Suzanne spent eleven years with Ayco, a Goldman Sachs Company. Over the course of her tenure there Suzanne spent time in a variety of roles, most recently working closely with leadership of the Private Wealth Management division to train and educate employees as they prepared for their careers building client relationships.
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 has also earned her CERTIFIED FINANCIAL PLANNER™ certification and is a member of the Northeastern New York chapter of the Financial Planning Association (FPA).
Suzanne is originally from Central New York and currently lives in downtown Albany. While not working, she is learning how to knit and loves to travel, roller skate, spend time with friends and family, and relax with her two cats, Griffin and Nola.
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.
We will be covering key points as to how women can take charge and invest in retirement, education, and development of their overall wealth.
Recent legislation has significantly changed the landscape of retirement planning. This presentation will review potential impacts and benefits to consider from these new provisions.
The Tax Cuts and Jobs Act has created a host of opportunities for tax savings. This presentation will review concepts to help you maximize the opportunities under the current tax laws.
This presentation will give you an overview of year-end tax planning considerations and address questions you may have regarding new tax laws.
Register now for our webinar and learn how to finance a child’s college experience in an efficient manner that won’t jeopardize your retirement.
Join us for a one-hour seminar covering common mistakes to avoid and simple strategies to leverage as you enter retirement.
Join Brendan Walsh as he shares strategies to help minimize your 2017 tax liability.
We will be covering key points from the tax reform law and its implications for individual investors and business owners.
