Team Trust & Estate Analyst, Vice President
Susan joined Rockefeller Capital Management in 2020. Prior to that she spent over 6 years at Merrill Lynch Wealth Management assisting clients with legacy planning, the settlement of estates and long term care solutions. Susan aids clients in constructing longevity strategies that are sustainable. She implements the right support structure and utilizes her background in estate administration to prepare clients for the unexpected.
Susan holds her Series 7, 66, and life, health and variable insurance licenses. While at Merrill Lynch, Susan completed the Longevity Training Program offered through the University of Southern California. She graduated from The American University with a bachelor’s degree in Finance and currently lives with her husband in Fair Lawn.