Suzanne Austin serves as a Senior Wealth Planner and Senior Vice President at Merrill Lynch Wealth Management, where she leverages her extensive expertise to provide tailored financial strategies for affluent and high-net-worth individuals and multigenerational families. With a focus on holistic wealth management, Suzanne is...
Suzanne Austin serves as a Senior Wealth Planner and Senior Vice President at Merrill Lynch Wealth Management, where she leverages her extensive expertise to provide tailored financial strategies for affluent and high-net-worth individuals and multigenerational families. With a focus on holistic wealth management, Suzanne is dedicated to helping clients navigate the complexities of their financial landscapes, ensuring that their lifetime, retirement, and legacy goals are met with precision and care.
In her current role, Suzanne leads key projects that emphasize tax-sensitive guidance and disciplined financial planning processes. She collaborates closely with clients to develop comprehensive wealth management strategies that encompass portfolio management, estate planning, and trust services. By utilizing her deep understanding of financial markets and investment vehicles, she crafts personalized investment guidance that aligns with each client's unique objectives and risk tolerance.
Suzanne's commitment to excellence is evident in her proactive approach to client engagement. She regularly evaluates progress against established financial goals, making adjustments as necessary to adapt to changing circumstances or market conditions. Her ability to integrate banking and credit solutions into her wealth management practice further enhances the value she provides to her clients, ensuring a seamless experience across all aspects of their financial lives.
With a strong foundation in financial strategies and a passion for empowering clients, Suzanne Austin exemplifies the high standards of service and expertise that define Merrill Lynch Wealth Management. Her dedication to fostering long-term relationships and delivering exceptional results positions her as a trusted advisor in the competitive landscape of global wealth management.
