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Wealth Management AdvisorFirst Vice President-Wealth Management1241 PITTSFORD-VICTOR ROADPITTSFORD,
Our team has built a reputation as experienced advisors assisting clients in navigating through the many cycles of life. As life comes with change, there are no straight lines when it comes to your finances. We assist people in navigating the cycles of life while maintaining a clear focus on the priorities that matter most to you and your family. For active people, living complex lives, we offer a process that includes facilitative discussions to address what the future holds and begin to answer the question:“What aspect of life do we need to explore to prepare for a better tomorrow? ”Clients: Our highly customized process, typically for executives and business owners who want a strategic advisor to collaborate with while exploring the next phase in their lives. By focusing in assisting this distinctive group, we find that the issues they face are uniquely paired with our skills in creating and preserving wealth for current and future generations. Areas of Concentration : We provide a high level of service by using a disciplined approach to addressing wealth management issues including: investments, long-term care and life insurance, liabilities, qualified retirement plans, business succession planning, stock options and cash management. We also review gifting plans to care for spouses, children and charities.
Background: My career in financial services began in 1996. Prior to entering the financial services industry, I worked in the professional publishing and newspaper divisions of Times Mirror, which owned The Los Angeles Times, Newsday and The Hartford Courant. Education: I hold a Bachelors Degree in Business Administration and a Masters Degree in Community Counseling, both from St. Bonaventure University. I have completed training at Wharton's Executive Education Program, The Johnson School at Cornell University and University of Southern California - Longevity certification program. I have been quoted in USA TODAY, the Rochester Business Journal and multiple financial services publications regarding my work with baby boomers in addressing their life priorites and planning needs for the next phase of life. Service to the Community is an integral part of my life. I served as a trustee of Nazareth College, Investment Committee Chair for The Community Foundation, and serve on the board at the Veterans Outreach Center and University of Rochester Eye Institute. I have been a sponsor and speaker for The International Women's Conferences. I take a special interest in assisting veterans and military families in pursuing their wealth planning needs.
Susan Acker is registered to do business in : CA, CO, DC, FL, IL, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, UT, VA
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