Susan Acker Email & Phone Number
Wealth Management Advisor, First Vice President - Wealth Management @ Merrill Lynch
Susan Acker's Location
Rochester, New York, United States
Susan Acker's Work
- Wealth Management Advisor, First Vice President - Wealth Management @ Merrill Lynch
- First Vice President - Wealth Manager @ Morgan Stanley
Susan Acker's Education
- St Bonaventure University
Masters
1978 - 1979 - St Bonaventure University
Bachelors
1973 - 1977
Susan Acker's Skills
- Strategic Planning
- Business Development
- Management
- Legacy Planning
- Retirement Planning
- Investments
- Behavioral Finance
- Customized Wealth Strategies
- Personal Retirement Counselor
- Portfolio Management and Retirement Planning
Susan Acker's Summary
Susan Acker, based in Rochester, New York, United States, is currently a Wealth Management Advisor, First Vice President - Wealth Management at Merrill Lynch, bringing experience from previous roles at Morgan Stanley. Susan Acker holds a 1978 - 1979 Masters @ St Bonaventure University. With a robust skill set that includes Strategic Planning, Business Development, Management, Legacy Planning, Retirement Planning and more, Susan Acker contributes valuable insights to the industry. Susan Acker has 1 email on RocketReach.
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