Susan Hall Email & Phone Number
CERTIFIED FINANCIAL PLANNER™ @ Raymond James - John Lipaj
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Susan Hall Location
- Glenview, IL, US
Susan Hall Work
- 1999 -now CERTIFIED FINANCIAL PLANNER™ @
- 1985 -1999 CERTIFIED FINANCIAL PLANNER™ @ Equitable/AXA
- 1971 -1976 Teacher and School Administrator @
Susan Hall Education
- DePaul University - Charles H. Kellstadt Graduate School of Business
MBA (Business)
1979-1984 - Northwestern University
MAT (Education)
1971-1972
Susan Hall Skills
- Estate Planning
- Financial Advisory
- Retirement Planning
- Financial Planning
- Annuities
- Portfolio Management
- IRAs
- Investments
- Finance
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- IRA's
- Strategic Financial Planning
- Investment Strategies
- Asset Management
- Long Term Care
- Personal Finance
- Retirement
- Series 7
- Securities
Susan Hall Summary
- Susan Hall, based in Glenview, IL, US, is currently a CERTIFIED FINANCIAL PLANNER™ at Raymond James Financial Services. Susan Hall brings experience from previous roles at Equitable/AXA and Chicago Public Schools. Susan Hall holds a 1979 - 1984 MBA in Business @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Estate Planning, Financial Advisory, Retirement Planning, Financial Planning, Annuities and more. Susan Hall has 1 emails on RocketReach.
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