Associate Director - Investments
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.
Previously know as Susan Pounds Musser, she recently married. Her adult son is finishing his residency for Oral and Maxillofacial Surgery at the University of Cincinnati. She is an active member of the American Business Women’s Association, Lakeland Downtown Chapter, and current 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.