Susan Goodwin Email & Phone Number
First Vice President-Investment Officer @ Wells Fargo Advisors
5 free lookup(s).
Susan Goodwin Location
- Kerrville, TX, US
Susan Goodwin Work
- 1999 - now First Vice President-Investment Officer @
- 1978 - 1998 Assistant Vice President-Marketing Officer @ Wells Fargo Bank, N.A.
- 1975 - 1978 Office Administrator @ Roy T. Goodwin, M.D.
- 1970 - 1975 Teller @ Western Bank, N.A.
Susan Goodwin Education
- University of St. Thomas (TX)
Bachelor of Arts (B.A.) (Economics)
1964 - 1968
Susan Goodwin Skills
- Retirement Planning
- Financial Advisory
- Asset Allocation
- Insurance
- Securities
- Risk Management
- Retirement Savings
- Investment Planning
- Wealth-Preservation Planning
- Investment Strategies
- Tax Efficient Strategies
- Multigenerational Wealth Planning
- Estate Investment Planning
- Concentrated Stock Management
- Retirement
- 401(k) Rollovers
- Business Succession Planning
- Investments
- Mutual Funds
- Bonds
- Annuities
- Finance
- Public Speaking
- Fixed Annuities
- Event Planning
- Microsoft Office
- Financial Services
- Customer Service
- Business Succession
- Wealth Preservation Planning
- Estate Investment
- Wealth Preservation
- Concentrated Stock
- Multigenerational
- 401k Rollovers
- 401 Rollovers
Susan Goodwin Summary
- Susan Goodwin, based in Kerrville, TX, US, is currently a First Vice President-Investment Officer at Cohn Wealth Management Group of Wells Fargo Advisors, LLC. Susan Goodwin brings experience from previous roles at Wells Fargo Bank, N.A., Roy T. Goodwin, M.D. and Western Bank, N.A.. Susan Goodwin holds a 1964 - 1968 Bachelor of Arts (B.A.) in Economics @ University of St. Thomas (TX). With a robust skill set that includes Retirement Planning, Financial Advisory, Asset Allocation, Insurance, Securities and more. Susan Goodwin has 1 emails and 2 mobile phone numbers on RocketReach.
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