Susan McBee Email & Phone Number
Wealth Strategist @ Edward Jones
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Susan McBee Location
- Scottsdale, AZ, US
Susan McBee Work
- Wealth Strategist @ (June 2018 - Present)
- Sr. Client Solutions Specialist-Insurance Coaching and Consultation @ (July 2016 - Present)
- Sr. Client Solutions Specialist - Financial Assessment Tool Implementation @ (January 2009 - July 2016)
- Sr. Product Specialist - Business and Non-Profit Retirement Plans @ (April 2007 - January 2011)
- Sr. Product Specialist - Managed Account Program @ (January 2000 - April 2007)
Susan McBee Education
- College for Financial Planning
CFP (Financial Planning and Services)
2014-2015 - University of Pennsylvania - The Wharton School
CIMA (Investments and Securities)
2002-2003 - Truman State University
Bachelor of Business Administration (B.B.A.) (Business Administration and Management, General)
1988-1992
Susan McBee Summary
- Susan McBee, based in Scottsdale, AZ, US, is currently a Wealth Strategist at Edward Jones. Susan McBee brings experience from previous roles at Edward Jones. Susan McBee holds a 2014 - 2015 CFP in Financial Planning and Services @ College for Financial Planning. Susan McBee has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Susan McBee?
Find contact details for 700 million professionals.
Others Named Susan McBee
Susan McBee
Senior Marketing and PR Consultant
Arlington, TX, US
Hannah McBee
Your Attitude Drives the Journey of Life
Tulsa, OK, US
Susan McBee
Bank Service Specialist
Alpharetta, GA, US
Susan McBee
Director, Medical Staff Services
Largo, FL, US
Top Edward Jones Employees
Hasan Malik
Chief Strategy Officer
New York, NY, US
Mary Kaiser
Managing Director, Future of Work and Workforce Planning
St. Louis, MO, US
Jeff Logan
Associate General Counsel
St. Louis, MO, US
Jonathan Klestinski
Chief Strategy Officer (CSO) - Edward Jones Trust Company
Saint Charles, MO, US
Mansoor Mahmood
Chief Accounting Officer
United States
Edward Smith
CEO
Kiefer, OK, US
Maquel Shepperd
Ceo
St. Louis, MO, US
Mark Orzabal Jr
Managing Director
Peoria, AZ, US
Erin Herrington
Managing Director | Head of Sourcing
St. Louis, MO, US
Ryan Beaudoin
Managing Director, Head of Asset Allocation
Boston, MA, US
Aaron Wappelhorst
Managing Director
St. Louis, MO, US
Patricia Perez
Chief Marketing Experience Officer, High Net Worth
San Antonio, TX, US
Penny Pennington
Managing Partner
St. Louis, MO, US
Kristin Johnson
Chief Operating Officer
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co