Sue understands that clients of any business appreciate a personal touch. For this reason, she endeavors to cultivate relationships with those she serves based around trust, enabling her and her team to better assess their needs and, in turn, guide their investments. A love of mathematics and a proclivity for organization drew Sue to the financial services industry, and she is passionate about providing clients with high-caliber assistance that will help them have a more positive experience with her team.
Prior to joining Boston Harbor Wealth Advisors in 2019, Sue worked for Alex. Brown, a division of Raymond James, beginning in 2010. Before that, she served from 2005 to 2009 as a senior sales analyst for Thomas Weisel Partners, and she held the role of senior registered sales assistant for more than nine years with UBS and the Bank of Boston. Sue earned her bachelor’s degree in economics from Salem State College, where she was a member of the economics club.
A Massachusetts native, Sue makes her home in Danvers with her husband, Roger, and their two children, Reese and Cameron. When she’s not at the office, Sue enjoys spending time with her kids. She attends Holy Trinity United Methodist Church and enjoys other community programs.