Understanding Comes from experience

“You never have to wonder if I will be retiring before you. My goal is to take you to—and through—your retirement.”

— Suzanne Schwester Sloan

 

My team and I work closely with affluent corporate executives and their families in order to help them plan, step by step, for the retirement they’ve long envisioned. My goal is to provide comprehensive wealth management advice, sound investment planning and a high-quality client experience.

My focus is always on the client first. I strive to provide advice and service that is above expectations, which is why one of the highest compliments I receive is when clients refer me to their friends and family.

Suzanne Schwester Sloan, CMFC®

Portfolio Manager
856-985-2043

email   Connect with me on LinkedIn



Accomplishments

  • Forbes America's Top Next Generation Wealth Advisors, 2018
  • Working Mother Magazine Top Wealth Advisor Moms, 2018
  • Five Star Top Wealth Manager, 2012 and 2011

Education

  • Chartered Mutual Fund Counselor
  • Portfolio Manager

Licenses

  • Series 7 & 66
  • Life & Health & Variable Annuities - NJ, DE, PA, FL, MD, NC, TN, VA

Personal & Community

  • Amazing Pace participant
  • Proud owner of a beautiful Westie
  • My husband Michael and I are blessed to be parents of twins, Logan and Payton


Registered States:
AL, CO, DE, FL, IN, MD, MI, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA

Sheila S. Dixon

Registered Client Service Associate
856-985-2063

email   Connect with me on LinkedIn




Registered States:
DE, FL, NJ, PA