Ms. Suzanne Fitzgerald is responsible for providing comprehensive wealth management advice to high net-worth individuals, executives, families, entrepreneurs, business owners, foundations and endowments throughout the United States. She works closely with clients and their advisors to develop financial strategies which help clients meet their current needs and their long-term objectives.Suzanne ensures that clients receive the appropriate blend of services based on their unique needs, including investment management, retirement planning, risk protection, income tax planning, philanthropic consultation, and estate, trust and transition planning.Suzanne has more than a decade of experience working with high net-worth individuals and families. Prior to Fitzgerald Wealth Strategies in Dallas, Texas, she was Partner of Berardi, Auteri & Fitzgerald LLP. Suzanne was Vice President of Wealth Advisory Services at Wilmington Trust Company in Wilmington, Delaware and also served as a trusted advisor for more than eight years as Vice President of Financial Counseling for the Ayco Company, L.P., a Goldman Sachs Company in Dallas, Texas.Suzanne holds a Juris Doctorate, cum laude, from Quinnipiac University and earned a bachelors Degree, magna cum laude, in Business Management with minors in Pre-Law and Human Resource Management from Plymouth State University. Suzanne is a member in good standing of the New York Bar Association (but does not currently practice law), and holds her Series 7 and Series 63 brokerage licenses (through FINRA) as well as insurance licenses in multiple states.Suzanne is active in her community and serves as a member of the Presidents Council for Plymouth State University. Suzanne is also an active member of many charitable organizations.\n
Like what you see? Make sure you're getting it all
Employee Benefit Adviser is the information resource for employee benefit advisers, brokers, agents and consultants.