Susan Degen

Susan DegenSandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6408
email[email protected]

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, HI, 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.

Get Started Today

Schedule a free, no-obligation consultation with us to review your financial needs. Complete the form below or call us at 800-770-5417.