Suzzie is a Client Service Associate based in the firm’s Palm Beach Gardens, FL office. In this role, she supports advisors with administrative tasks, facilitates client communications, and helps with various other needs such as money movements and scheduling.
Previously, she worked as an E-file Relations Supervisor and in the Writs Department at Provest Litigation Services. She also spent several years in a customer service role with Marriott’s Ocean Pointe.
Suzzie currently resides in West Palm Beach and enjoys plants, the beach, and exploring in her spare time.
Previous Experience
- E-file Relations Supervisor at Provest Litigation Services LLC
- Writs Department at Provest Litigation Services LLC
- At Your Service Runner – Guest Service Representative at Marriott’s Ocean Pointe
Education & Credentials
- AA, Palm Beach State College
- Certified Notary
*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.
