Susan, a FINRA licensed Series 6 and Series 63 holder with Purshe Kaplan Sterling Investments (PKS) and 20-year veteran of Summit Financial Resources, the predecessor firm to Summit Financial, LLC, has joined Conway Wealth Group as operations specialist. After studying business administration at William Paterson University, Susan started her career with Summit Financial Resources, Inc. in the compliance department where she served as a compliance specialist for 10 years where she worked directly with the president and chief compliance officer of Summit Financial Resources, Inc. and Summit Equities, Inc.
After learning the nuances of the wealth advisory business, Susan transitioned to 10 additional years as Executive Administrative Assistant to John Pappadopoulos, co-Founder, and shareholder of Summit Equities, Inc and Summit Risk Management, Inc.
Susan currently resides in Caldwell, NJ, with her daughter Maria, son Anthony, and their dog Tracer. In her free time, Susan enjoys traveling, exercising, and cooking.
Summit Financial, LLC, a SEC registered investment advisor established November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business.
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