Suzanne is a Financial Advisor at Ascent Wealth Management, LLC an investment advisory firm located in Orwigsburg, PA. She is affiliated with LPL Financial.
Licensed since 2006, Suzanne holds the Series 6, 7, and 63 Securities Registrations with LPL Financial and the Series 65 Securities Registration with Private Advisor Group, LLC. She holds the Life, Accident and Health Insurance license in Pennsylvania. Suzanne has earned the Accredited Wealth Management Advisorsm professional designation from The College for Financial Planning. Suzanne provides investment strategies for pre and post retirees.
Suzanne is a lifelong resident of Frystown and is a 9th generation resident of Berks County. She enjoys working on genealogy projects, gardening and travel.
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