Susan Washburn, CFP®

Senior Financial Planner

Born and raised in New England, Susan ventured south to attend Goucher College in Towson, MD where she graduated with a Bachelors of Art in English. Four years later she continued her trek south to New Orleans and graduated from Tulane Law School. After graduation, she called New Orleans home until Hurricane Katrina forced her evacuation to drier shores in Vero Beach, FL.

Prior to relocating to the Tampa Bay area and joining ProVise Management Group, LLC, Susan worked for ten years as an Investment Adviser Representative in a family wealth management firm on the east coast of Florida. During that time, she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Susan is the proud mom of two sons: Max and Jake. Max is a 2017 graduate of the University of Chicago with future hopes to attend law school; Jake is attending Vanderbilt University. Susan has had the privilege of serving as trustee on several boards including the Herman-Grima and Gallier Historic Houses in New Orleans, Louisiana; St. Edward’s School and the Community Church of Vero Beach. In her spare time, Susan can be found in the yoga or ballet studio.