Susan Perry

Susan Perry

Client Associate

Susan is a Client Associate for Axiom Wealth Partners at Rockefeller Global Family Office. Prior to Rockefeller, Susan was with Merrill Lynch Wealth Management for 2 years. She brings a vast knowledge of investment, banking and client service experience through 30 years in the industry. Susan thrives at building client relationships and problem-solving.

Susan obtained her Bachelor’s Degree in Business Management from Central Michigan University. She and her husband live in Belmont, MI with their Labernese dog. Susan loves to spend time with her husband, adult children, friends, in addition to camping, traveling, attending CMU events, and volunteering locally.