Susan Loughridge

Wealth Management Advisor

Role
Financial Advisor at Merrill Lynch
Location
Scottsdale, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Susan Loughridge

Experienced C-level Entrepreneur and Financial Advisor with a demonstrated history of working in the financial services industry, multiple franchises, with wide-ranging involvement in charitable organizations. Extensive expertise in all C-level roles, Franchising, Business Planning, Analytical Skills, Asset Management, Retirement Planning, and Estate Planning. Agile, multifaceted finance professional with a Bachelor of Arts (BA) from Rice University with three majors focused in Public Policy Studies (International Relations), Behavioral Studies & Anthropology, achieved in the standard four years. An essential appeal to engaging with residents and businesses is the reward of being able to give back to their communities.

Experience

  1. Financial Advisor

    Merrill Lynch

    Jan 2011 — Present

    This information is currently intended for use only by residents of:AZ, CA, CO, DC, HI, IA, KS, MT, NE, NV, NY, TX

Education

  • Portledge School

    College Prep

  • Fairview

    College Preparatory

  • Rice University

    Bachelor of Arts (BA)

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Susan Loughridge — Financial Advisor at Merrill Lynch in Scottsdale, AZ, US | Unifers