Susan Williams, CFP®, RPA
Vice President/Certified Financial Planner at The Trust Company - Trust for Generations- Claim this Profile
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Bio
Suzanne Simpson
Susan provides down-to-earth, practical financial guidance. She's been coaching me and encouraging me to save and invest for two decades...lecturing me when she was in her early twenties to invest in a retirement account for my future! Susan takes the time to listen and support her client's goals and aspirations for the future and then creates a plan to get them there. Her interest in her clients goes beyond the typical investment advisor's focus on the funds that will be invested with their company to a broader, more inclusive, mentoring of her client's complete financial needs.
Suzanne Simpson
Susan provides down-to-earth, practical financial guidance. She's been coaching me and encouraging me to save and invest for two decades...lecturing me when she was in her early twenties to invest in a retirement account for my future! Susan takes the time to listen and support her client's goals and aspirations for the future and then creates a plan to get them there. Her interest in her clients goes beyond the typical investment advisor's focus on the funds that will be invested with their company to a broader, more inclusive, mentoring of her client's complete financial needs.
Suzanne Simpson
Susan provides down-to-earth, practical financial guidance. She's been coaching me and encouraging me to save and invest for two decades...lecturing me when she was in her early twenties to invest in a retirement account for my future! Susan takes the time to listen and support her client's goals and aspirations for the future and then creates a plan to get them there. Her interest in her clients goes beyond the typical investment advisor's focus on the funds that will be invested with their company to a broader, more inclusive, mentoring of her client's complete financial needs.
Suzanne Simpson
Susan provides down-to-earth, practical financial guidance. She's been coaching me and encouraging me to save and invest for two decades...lecturing me when she was in her early twenties to invest in a retirement account for my future! Susan takes the time to listen and support her client's goals and aspirations for the future and then creates a plan to get them there. Her interest in her clients goes beyond the typical investment advisor's focus on the funds that will be invested with their company to a broader, more inclusive, mentoring of her client's complete financial needs.
Credentials
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Certified Financial Planner
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Experience
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Vice President/Certified Financial Planner
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Jun 2010 - Present
Helping clients manage their wealth to enable them to be financially independent, often serving clients in their mature years and also working with businesses with $1 – $20 million in their 401(k) retirement plans. More than twenty years of experience in financial planning, tax, investments, and trusts. Helping clients manage their wealth to enable them to be financially independent, often serving clients in their mature years and also working with businesses with $1 – $20 million in their 401(k) retirement plans. More than twenty years of experience in financial planning, tax, investments, and trusts.
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Certified Financial Planner/Relationship Manager
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May 2001 - Jul 2009
Helped clients achieve their financial goals through investment management and comprehensive financial planning. Helped clients achieve their financial goals through investment management and comprehensive financial planning.
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Education
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2005 - 2009
College for Financial Planning
Master of Science, Financial Planning -
1982 - 1985
Radford University
BBA, Finance & Economics
Community
