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Susan Smith profile image

Susan Smith

Vice President Financial Planning Sp... at Morgan Stanley
Intro Book
Experienced financial planning specialist delivering expert financial advice.
  • Claim this Profile
Location
Atlanta Metropolitan Area, US
Skills
  • Planning
  • Financial Planning
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Bio

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Susan Smith is a seasoned financial planning professional with 23 years of experience in the financial services industry. She holds a BA degree from Salem College and has worked as a Vice President | Financial Planning Specialist | Financial Advisor at Morgan Stanley and Senior Vice President | Team Leader in the Private Bank at Bank of America.

Credentials

  • NMLS#
    Nationwide Mortgage Licensing System
    Jan, 2015
    - Jun, 2026

Experience

  • Morgan Stanley
    • Vice President Financial Planning Specialist Financial Advisor
  • Morgan Stanley
    • Vice President | Financial Planning Specialist | Financial Advisor
      • Mar 2001 - Present

      ©2022 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not respon...

  • Bank of America
    • Atlanta, GA
    • Last Position was Senior Vice President & Team Leader in the Private Bank -
      • Sep 1972 - Feb 2001
      • Atlanta, GA

Education

  • 1968 - 1972
    Salem College, Winston-Salem, NC
  • 1961 - 1968
    The Westminster Schools, Atlanta,Ga

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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