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 who attends Harvard Law School; Jake is a member of Vanderbilt University’s Class of 2021. 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.
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