Harnessing the Diverse Talents and Influence of Our Membership to Benefit
Young Women in Need in Our Community and Other Women Within Our Organization
Member Profile
Susan Wilson is Vice President, Senior Financial Advisor, Chartered Retirement Planning Counselor and a Certified Divorce Financial Analyst with Merrill Lynch in Burlington, MA. Susan and her team manage their clients' total financial needs from banking, cash flow management, financial planning and investing through a multi-disciplined process.
Susan and her partner, Amy Moore, have a sincere interest in empowering women when it comes to their finances. She is passionate about helping women through some of life's transitions such as retirement, divorce and widowhood.
Her emphasis is on building strong, long-term professional relationships with clients, their families and their other trusted advisors such as attorneys and CPAs. Susan's clients are typically affluent professionals that appreciate the individualized service and advice that she and her team provide. She just recently celebrated her 25th year with Merrill Lynch.
Susan also believes that children need to learn good financial habits at a young age. These include acquiring a solid understanding of cash flow, goal setting and charitable giving. Community Service is very important to Susan, especially when she can involve her children in the process.
She has been an active volunteer in her children's schools since Pre-K, organizing Toy Drives and after school enrichment programs. She served as treasurer of the Pike School's Parents' Association for 2 years. Most recently Susan co-founded GWTK, Inc.
Susan earned her BS in Business Administration from Elmira College. She has been living in Andover for 10 years with her husband Tony, and their two daughters, Audrey and Marie. She and her family enjoy spending time on Cape Cod in the summers and traveling together, especially when it involves sailing!
What draws you to Great Women to Know?
"As co-founder of GWTK it's so exciting to see our original idea grow and take shape based on the energy and diversity of the professional women that we've attracted. It's rewarding to come together professionally and socially to learn from one another and to help grow each other's businesses. The more successful and fulfilled we are, the more we can offer the girls of Esperanza."