Sandy Spring Wealth Management
LPL Financial Advisor
Phone: 800-399-5919 ext. 6408
Susan serves clients in Burtonsville and Fulton.
“My focus is to advise my clients on current and future financial concerns while educating them about all their options. I strive to build long-term relationships, and take a personalized approach to managing my clients assets to help them work towards their financial goals.”
Areas of Focus
- Retirement Planning
- Estate Planning
- Professional Asset Management
- Business Planning
- Long Term Care
- Wealth Management
Background, Education & Credentials
- Licensed investment Professional since 1995
- Series 7 General Securities Registration*
- Series 63 State Law Registration*
- Maryland Life and Health Insurance License
- Bachelor of Arts in English from Mary Washington College,Fredericksburg, VA
*Registrations held through LPL Financial
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit
Securities and advisory services are offered through, and Financial Advisors and Consultants are registered with, LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed afﬁliates. Sandy Spring Wealth Management and Sandy Spring Bank are not registered broker/dealers and not afﬁliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and /or transact securities business with residents of the following states: AR, AZ , CA, CO, CT, DC, DE, FL, GA, IA, IN, LA, MA, MD, ME, MI, MN, MO, MT,NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV.