Advice Built on experience
Susan Seifert is a native of Baltimore, Maryland. For nearly 35 years, Susan has been partnering with investment professionals to provide customized investment and financial planning solutions tailored to her clients. Susan utilizes her experience in the financial industry and education to develop comprehensive and actionable programs encompassing all aspects of wealth management, retirement, estate, and financial planning.
Susan has been a financial advisor at UBS since October 2005. Susan's practice focuses on family wealth management; financial planning; and both individual and corporate retirement planning.
Prior to UBS, Susan served as a Registered Representative with US Allianz Securities until 2005, and held various positions at T. Rowe Price since 1977. Susan was a member of the T. Rowe Price Fixed Income Trading Division until 1988, and focused on relationship management as a 401(k) retirement plans client manager until 2002.
Professional Experience
Company |
Title |
Location |
Duration |
UBS Financial Services Inc. |
Financial, Advisor, CFP, CRPS, |
Baltimore, MD |
October 2005 - Present |
Gammon Financial |
Registered Assistant |
Towson, MD |
May 2003 - March 2005 |
T. Rowe Price Assoc., Inc. |
401(k) Client Manager |
Owings Mills, MD |
August 1995 - November 2002 |
T. Rowe Price Assoc., Inc. |
Retail Retirement Plans Specialist |
Owings Mills, MD |
August 1988 - August 1995 |
T. Rowe Price Assoc., Inc. |
Fixed Income Trading Assistant |
Baltimore, MD |
May 1977 - August 1988 |
Accomplishments
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Plans Specialist (CRPS)
Education
- B.S. Management/Leadership, The Johns Hopkins University, 1993
Licenses
- Series 7, General Securities Representative
- Series 66, Investment Advisor Representative
- State of Maryland, Life, Health, Variable Life, and Long-Term Care Insurance Licensed
Registered States:
AR, CA, DC, DE, FL, MD, NC, NJ, NY, PA, TX, VA