Susan P Chandler

CRPC

Associate Director - Investments

Phone: (863) 686-5393

Fax: (863) 686-5637

One Lake Morton
Suite 201
Lakeland, FL 33801

Susan P Chandler is licensed in the following state(s)*:
AR, CA, FL, GA, IN, KS, KY, MA, MD, MI, MN, MO, NC, NY, OH, PR, VA, VT, WI

Check the background of this financial professional on FINRA's BrokerCheck

Susan Pounds Chandler, who joined Oppenheimer & Co. Inc. in 2010 as a Financial Advisor from Morgan Stanley Smith Barney, brings a combination of investment, analytical and professional training to her financial practice. Before making her career change to financial services 18 years ago, she served as a Registered Nurse for 28 years specializing in surgical services.

Susan’s varied background, education, certifications and experience enables her to help evaluate client needs, and then recommend strategies designed to address the client’s financial issues. Those skills enable her to work toward meeting those challenges with empathy, critical objectivity and insight.

Susan graduated cum laude from the University of South Florida with a B.A. in Speech Communication. Subsequently, she earned a Master’s of Science degree in Health Care Administration from the College of St. Francis. She holds the Chartered Retirement Planning Counselor (CRPC)® designation from the College for Financial Planning.

Susan was recently married. Her son, Alex  finished is Oral and Maxillofacial training and has established his practice in Louisville, Kentucky. She is an active member of the American Business Women’s Association, Lakeland Downtown Chapter, and past Top Ten Candidate for 2017 ABWA Woman of the Year.  Her past achievements include Woman of the Year in 2007-2008, ABWA, Woman of Distinction Award for the Professional Category from the National Association of Women Business Owners (NAWBO) 2010. She keeps highly active and enjoys physical fitness, snow skiing, traveling, being with family and is a proud member of the Lakeland Florida Area Chamber of Commerce.

OPPENHEIMER PRODUCTS & SERVICES:

  • 401(k) Plans
  • 529 Plans
  • Equity and Fixed Income Strategies
  • Estate and Succession Planning Strategies
  • Exchange Traded Funds
  • Financial Planning Services
  • Insurance and Annuities
  • Mutual Funds
  • Options
  • Private Equity1
  • Professional Money Management
  • Retirement Planning Services
  • Trust Services2
  • Wealth Management Services