Susan Estes
Client Services & Operations Director @Estes Wealth Strategies
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WORK HISTORY
Client Services & Operations Director @Estes Wealth Strategies
Fairfax, VA
Estes Wealth Strategies is an independent practice affiliated with Raymond James Financial Services whose advisors provide high-quality, customized asset management and financial planning services for individuals and families. We also manage institutional assets and implement employee retirement plans for businesses and nonprofits. We are based in Fairfax, Virginia but serve clients throughout the greater D.C. metropolitan area and nationwide.As Client Services & Operations Director, Susan Estes manages client communications and outreach to help educate clients about financial management issues, maintain open lines of communication, and ensure customer satisfaction.Susan has supported the practice’s marketing and communications since 2004 through her marketing strategy firm, Incweaver, and joined Estes Wealth Strategies in 2011 as Director of Client Services. She has since expanded her role to encompass broader practice and client service delivery operations. Susan is a licensed General Securities Representative (Series offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Estes Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
EDUCATION
Yale School of Management
MBA, Strategy
Stanford University
Bachelor of Arts (BA), International Relations and Slavic Languages and Literature
SKILLS
ABOUT SUSAN ESTES
Susan Estes is a financial services professional whose expertise in strategy, client service delivery, and communications helps organizations build valuable, long-term client relationships. She brings these skills to her role as Client Services & Operations Director at Estes Wealth Strategies, where she oversees the operational side of client service delivery, coordinating the practice communications and processes that help ensure a smooth and positive client experience. Susan holds an MBA with a Strategy concentration from Yale School of Management and an undergraduate degree in International Relations and Slavic Languages from Stanford University.
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