Sue manages relationships for individual and institutional clients, delivering comprehensive wealth management with a focus on financial, investment, estate, tax, and retirement planning. A CERTIFIED FINANCIAL PLANNER™ certificant, Sue closely collaborates with other members of clients’ advisory teams, including their attorneys and accountants, to help clients attain their financial objectives.
Prior to joining the Enterprise Wealth Management team over 25 years ago, Sue served as the Assistant Treasurer of Enterprise Bank. She earned an undergraduate degree in Finance from the University of Lowell and a master's degree in Accountancy from Bentley University.
Sue and her husband and two children live in Billerica. She enjoys biking and yoga.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
Sue recently was co-captain for a local team supporting the Jimmy Fund through the Boston Marathon Walk. She is a founder and committee member of the SAW Youth Homelessness Foundation and an active volunteer for youth education. Sue is a former Board member and Treasurer of the Greater Lowell Boys & Girls Club.
Serving Billerica along with all communities where we do business.