Suzanne Berlier, CFP®, CTFA
Client Services Associate at Hendershott Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater New Orleans Region
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Credentials
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CTFA
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Certified Financial Planner (CFP)
CFP Board -
Notary Public
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Experience
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Hendershott Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Client Services Associate
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Mar 2023 - Present
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Nifty Advisor Support
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United States
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Financial Services
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1 - 100 Employee
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Advisor Advocate/Paraplanner
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Jan 2021 - Present
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IBERIABANK
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United States
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Banking
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700 & Above Employee
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Trust Officer
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Dec 2016 - Jan 2018
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BFC MARINE, INC.
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United States
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Maritime Transportation
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1 - 100 Employee
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Notary
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Jan 2016 - Dec 2016
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Gulf Coast Bank and Trust Company
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United States
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Banking
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200 - 300 Employee
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Trust Business Development Officer
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Jun 2010 - Dec 2015
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Education
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Nicholls State University
Office Administration -
University of New Orleans
Paralegal Studies
Community
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