Financial Advisor@ Raymond James
Charlottesville, Virginia, United States
Susan Rogers
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FlashIntel GPTSusan Rogers is a highly experienced Financial Advisor with 17.8 years of work experience. She has a strong background in retail banking, relationship management, series 7, financial advisory, and loans. Based in Charlottesville, Virginia, Susan began her career in the Financial Services Industry, working as a branch manager for Wachovia Bank and Wells Fargo. She later transitioned to the private bank division, where she worked as a relationship manager in their Private Bank division. Susan is passionate about helping her clients achieve their financial goals and works closely with her clients to develop customized financial strategies that include asset allocation, financial management, retirement planning, college planning, and succession planning.
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About
I began my career in the Financial Services Industry in 2005, working as a branch manager for Wachovia Bank. After the merger with Wells Fargo, I worked as a relationship manager in their Private Bank division. I became a Financial Advisor because I am passionate about helping my clients achieve their financial goals. I work closely with my clients to develop customized financial strategies that incorporate asset allocation, financial management, retirement planning, college planning and succession planning.
...See MoreWork Experience
Financial Advisor
Financial Services
Susan Rogers's Professional Milestones
- Regional Private Banker (2006-01-01~2012-11-01): Provided exceptional banking services, ensuring customer satisfaction and maintaining strong client relationships.
- Branch Manager (2006-01-01~2007-09-01): Successfully expanded branch to new markets, resulting in increased revenue and customer satisfaction.
Skill
Retail Banking
Relationship Management
Series 7
Financial Advisory
Loans
Finance
Financial Services
Series 63
Wealth Management Services
Asset Allocation
Retirement
Asset Management
Investment Strategies
Credit
Equities
High Net Worth Individuals
Fixed Income
Series 65
Iras
Certification
Colleagues
Chris Frampton, CFP®
business owner at frampton financial services corp - an independent office of raymond james financial services
Everett Price
Owner
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Fatih Karabulut
Owner
Other Named Susan Rogers
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Susan Rogers's social media include: Linkedin,
Susan Rogers works for Raymond James
Susan Rogers's role in Raymond James is Financial Advisor
Susan Rogers works in the industry of Financial Services
Susan Rogers's colleagues are Chris Frampton, CFP®,Everett Price,Brett Sanner
Susan Rogers's latest job experience is Financial Advisor at Raymond James
