Suzanne Williamson is a Senior Vice President based in the San Rafael office.
She is focused on identifying better and more efficient ways to deliver on our commitment to our clients and our colleagues and she is passionate about helping people. Suzanne has been with the firm since 2015 and was previously the Vice President of Operations and Compliance at Brouwer and Janachowski and the Operations Manager at Charles Schwab & Co.
In her spare time, Suzanne enjoys hiking and listening to live music at one of the local venues in Marin.
Previous Experience
- Vice President – Operations and Compliance at Brouwer and Janachowski
- Operations Manager at Charles Schwab & Co.
Education & Credentials
- BS, San Diego State University, Social Science and Economics
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
