As a member of the Black Sullivan team, Susan’s role is dedicated to carrying out many of the operational and service-oriented tasks associated with executing our integrated investment and financial planning strategies. Susan is passionate about executing these tasks accurately, efficiently and with a great disposition which enables our team to deliver an excellent client experience.
Originally from St. Louis, Missouri, Susan graduated from Elon University with a degree in Sports Medicine. Susan’s career in the Financial Industry began in 2004 with the Professional Development Department at Legg Mason Wood Walker, Inc. This department specialized in the recruiting, training and development of all Legg Mason Advisors. The next few years brought about a couple different mergers and her role transitioned to that of a Regional Administrator for Citi Smith Barney and an Operations Manager for a Registered Investment Advisor in Columbia, MD. In October of 2010, Susan joined Harbor Investment Advisory as an Associate Vice President working with Robert W. Black, III.
Outside of work, Susan enjoys spending time with her family and friends and loves to travel.