Sue Hassan is a seasoned Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, where she has dedicated over two decades to helping clients navigate the complexities of financial planning and investment strategies. As a pivotal member of the Rowe and Hassan...
Sue Hassan is a seasoned Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management, where she has dedicated over two decades to helping clients navigate the complexities of financial planning and investment strategies. As a pivotal member of the Rowe and Hassan Wealth Management Team, Sue leverages her extensive experience to deliver tailored solutions that align with her clients' unique financial goals. Her journey at Merrill Lynch began as a Senior Registered Client Associate, where she honed her skills in client relations and investment support, eventually transitioning into a leadership role as Support Staff Supervisor. This diverse background equips her with a comprehensive understanding of both the operational and advisory aspects of wealth management.
In her current role, Sue specializes in customized retirement planning, employing discretionary strategies that encompass a wide range of investment vehicles and risk management techniques. She is adept at identifying opportunities for growth while ensuring that her clients' portfolios are resilient against market fluctuations. Sue's approach is deeply client-centric; she prioritizes building long-lasting relationships based on trust and transparency. Her commitment to continuous education and staying abreast of industry trends allows her to provide informed insights that empower clients to make confident financial decisions. Key projects she has spearheaded include developing educational workshops on retirement readiness and investment diversification, which have proven invaluable for clients seeking to enhance their financial literacy. With her wealth of expertise and a passion for client success, Sue Hassan stands out as a trusted advisor in the wealth management landscape.
