Susan is the lead Wealth Advisor of Bailey Wealth Management, a financial planning practice with UBS Financial Services, Inc.  Bailey Wealth Management offers services that go beyond traditional portfolio investment management, with a focus on income planning, insurance protection, long term care, and generational wealth transfer.

After beginning her financial services industry career in 1983 with E.F. Hutton, she joined Paine Webber 1989, which was later purchased by UBS in 2000. Susan has several areas of specialization that include corporate stock benefit management for employees at major corporations based in Arizona. In addition, Susan is an advocate of financial education for women – "empowering women to streamline and take control of their financial management is critical to their financial independence."

In addition to being a member of the UBS President's Council, Susan has been awarded as Forbes Top in State Advisor for 2018-2020; Forbes Top Women Advisors, 2018-2020; Barron's Top 1200 Financial Advisors 2010, 2011, 2012, 2014. She has also participated in the Barron's Winner's Circle Top Women Advisor Summit over multiple periods: 2009-2014.  Her securities industry licenses include Series 7 and 63, as well as insurance licenses for life, accident, health and annuities.

Susan lived in West Bloomfield, MI and Dayton, OH before moving to Arizona to attend college. She graduated Cum Laude with a Bachelor of Science in Business from Arizona State University.  Susan is the mother of 2 adult children, RJ and Jessica, and resides in Scottsdale with 3 Chihuahua housemates.

Associated with multiple charitable organizations in support of select client and colleague causes, Susan  is also a supporter of foster dogs and animal rescue. Through her passion for fitness and nutrition, she became involved in the physical fitness industry. Some of her proudest achievements outside of the office include, placing as a National Champion in the Master’s National Figure Fitness Competition in 2014, and competing in over 13 fitness competitions over a 10 year period.

• Barron's Top 1000 Advisors 2009, 2010, 2011
• Barron's Top 1200 Advisors 2013, 2014
• President's Council Member
• Corporate Stock Benefit Consultant
• The Who's who in Arizona Republic Business Magazine

• Arizona State University

• Life, Accident and Health Insurance & Annuities
• Series 7, General Securities Representative, Series 63

• Physical Fitness
• Supporter of Cystic Fibrosis, Breast Cancer Awareness, and Animal Rescue

AZ, CA, CO, FL, GA, HI, IL, IN, MD, MI, MN, MT, NC, NH, NM, NY, OR, PA, TN, TX