Susan Hartman
CERTIFIED FINANCIAL PLANNER™, CERTIFIED DIVORCE FINANCIAL ANALYST™, & CERTIFIED PRIVATE WEALTH ADVISOR™ at Raymond James
- Role
- Wealth Strategist at Raymond James
- Location
- Jacksonville Beach, FL, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Strategist
Jan 2001 — Present
Education
Stetson University College of Law
JD, Law
1998 — 2000
Skills
- Trusts
- Investments
- Asset Allocation
- Mutual Funds
- Certified Financial Planner
- Financial Advisory
- Wealth
- Series 9/10
- Retirement
- Strategic Financial Planning
- Certified Divorce Financial Analyst
- Financial Planners
- Certified Private Wealth Advisor
- Securities
- Estate Planning
- Investment Advisory
- Series 66
- Retirement Planning
- Series 7
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