Susie Brousseau CLU, ChFC, CFP has a unique approach that brings the highest level of financial planning expertise and an advanced concept design knowledge as well as highly efficient service and innovative solutions.  Her specialties include Financial Planning, which includes estate planning, retirement planning and charitable giving; business planning; Investment Management; Asset Allocation and life insurance.  With over 32 years of experience working with affluent individuals and successful business owners, she brings the ability to address your wealth planning concerns and needs. Susie is an experienced professional positioned as a resource for Legacy Private Banking and its clients.  Susie joined Legacy Bank, the Private Bank, as a Financial & Estate Planner in January 2005. Prior to joining Legacy, Susie was a successful financial planner working with affluent clients of Compass Bank and national brokerage firms.

Susie has received numerous awards, spoken regionally and nationally on Wealth Planning topics, and conducted successful client seminars helping clients to organize their goals and objectives. Her responsibilities include….

• Consulting and assisting in the implementation of tax-favored legacy plans for affluent individuals.
• Providing high-quality service and expertise to the Legacy Bank areas in order to ascertain that all clients are effectively helped with comprehensive financial planning, business planning, investment management and asset allocation needs.
• Professional Investment Management through separately managed accounts.

Susie began her education at the College of Charleston in Medical Technology. Focusing on the Financial Services industry, she completed her Chartered Life Underwriter (CLU) designation in 1984, Charter Financial Consultant (ChFC) designation in 1985 and became a Certified Financial Planner (CFP) in 1990. She holds her Series 6, 7, 63 and 66 securities licenses along with life, health and variable insurance licenses.

Susie lives in North Scottsdale with her husband, Ken, and their two Rough Collies. She enjoys singing in the church choir, hiking, golfing and Arizona sunsets.

“Helping clients create and implement a meaningful financial plan brings personal satisfaction to me,” Susie states. “Implementing these planning solutions creates a “legacy” for our clients during their lifetime and for their heirs.”