Susan graduated from Concordia College, New York in 1978 with an AA in Liberal Arts. In 1990, she became a licensed financial advisor. She attained her branch manager license in 1992. She was previously a licensed real estate agent. Susan entered the investment business in an administrative position in 1986 and held a variety of supervisory positions in branches of Wachovia Securities and its predecessor firms (i.e. Wheat and First Union Securities). In the mid-1990s, Susan transferred to Wheat’s corporate headquarters and reported to the Director of Sales. Throughout her career, she has served as a branch manager for both First Union Securities and Legg Mason. Currently, she is serving as the Branch Administrative Manager of Stewart Wealth Management. Susan has volunteered with the local Big Brothers Big Sisters, Habitat for Humanity, The Salvation Army and Bluemont organizations. She and her husband, David, have been long time residents in downtown Fredericksburg, Virginia. |