Susanne is a senior registered service associate with more than 40 years of experience in the financial services industry. Her primary responsibilities include managing documentation for client services, new accounts and transfers, paperwork for retirement plans, and resolving client information requests.
She started her career with Dean Witter Reynolds, Inc. in 1980 in Chicago Illinois until moving to San Antonio in 1998 where she worked with Morgan Stanley prior to joining the Raymond James team in 2000. Susanne has obtained the Series 7 and 63 licenses.
Her hobbies include cooking, gardening, traveling, and spending time with her family.