Susan Eileen Goodwin

Susan Eileen Goodwin Email and Phone Number

First Vice President-Investment Officer at Wells Fargo Advisors,LLC @ Cohn Wealth Management Group of Wells Fargo Advisors, LLC
st. louis, missouri, united states
Susan Eileen Goodwin's Location
Kerrville, Texas, United States, United States
Susan Eileen Goodwin's Contact Details

Susan Eileen Goodwin work email

Susan Eileen Goodwin personal email

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About Susan Eileen Goodwin

A Financial Consultant, and member of the Cohn Wealth Management Group of Wells Fargo Advisors, LLC, I assist investors identify their personal goals and implement a plan designed to help achieve them. As a team, we manage assets for wealthy individuals, using a risk-based assessment and total return allocation.Born and raised in Houston, Texas; I moved to the Bandera area in 1978. I have worked in the Financial Industries, as a whole, for over 46 years. Thirty of those years were on the bank side and fifteen as a Financial Advisor. Currently I serve as a Financial Consultant.To serve my clients and to stay on top of an ever changing industry, I have securities registrations that include a series 7, 63, 65, 9, 10, and 3. I am also licensed to sell annuities, life and long term care insurance. My participation in Financial Women in Texas gives me the opportunity to network with women in my field and stay current on women’s issue.In addition, my community involvement includes the Kerrville, Tx Chamber of Commerce, the Kerr County Women’s Chamber, Executive Women’s Club and boards of the Kerr Co. United Way and Kerrville Kiwanis Club. I have previously served on the boards of the Kerrville Performing Arts Society and the local Salvation Army. I enjoy being with family and birding on our property on the Medina River, especially spotting the painted buntings in Springtime. I garden and love my grandchildren, butterflies, baking pies, & healthy nutrition (pies don’t count). This information is intended for use by residents of AZ,CA (Lic.# 0127064)CO, DE, FL, GA, IA, ID, IL, KS, LA, MA, MD, MO, MI, NC, NM, OK, OR, TX, VA, WA, WVPlease contact me by email at susan.goodwin@wfadvisors.com or by phone @ 830-792-4645. I'm not to receive or send messages through LinkedIn.(Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views fo the creator of this profile or their firm.).

Susan Eileen Goodwin's Current Company Details
Cohn Wealth Management Group of Wells Fargo Advisors, LLC

Cohn Wealth Management Group Of Wells Fargo Advisors, Llc

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First Vice President-Investment Officer at Wells Fargo Advisors,LLC
st. louis, missouri, united states
Employees:
15127
Susan Eileen Goodwin Work Experience Details
  • Cohn Wealth Management Group Of Wells Fargo Advisors, Llc
    First Vice President-Investment Officer
    Cohn Wealth Management Group Of Wells Fargo Advisors, Llc May 1999 - Present
    Kerrville, Texas
    Financial Consultant
  • Wells Fargo Bank, N.A.
    Assistant Vice President-Marketing Officer
    Wells Fargo Bank, N.A. Sep 1978 - Dec 1998
    Kerrville, Tx
    Developed and executed the marketing and business development of the Kerrville bank as it transitioned from a privately held First National Bank of Kerrville until its acquisition by Norwest Bank, ulitmately to be named Wells Fargo Bank, N.A.(Wells Fargo Bank,N.A. is a banking affiliate of Wells Fargo & Company. Wells Fargo Advisors, LLC is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Comany)
  • Roy T. Goodwin, M.D.
    Office Administrator
    Roy T. Goodwin, M.D. 1975 - 1978
    Houston, Texas Area
    Administered medical practice and front office for my father-in-law, Dr. Roy Goodwin
  • Western Bank, N.A.
    Teller
    Western Bank, N.A. 1970 - 1975
    Houston, Texas (Westheimer Rd)

Susan Eileen Goodwin Skills

Securities Retirement Planning Investments Mutual Funds Risk Management Financial Advisory Asset Allocation Finance Fixed Annuities Customer Service Insurance Retirement Microsoft Office Event Planning Financial Services Retirement Savings Public Speaking Investment Planning Wealth Preservation Planning Investment Strategies Tax Efficient Strategies Multigenerational Wealth Planning Estate Investment Planning Concentrated Stock Management 401 Rollovers Business Succession Planning Bonds Annuities

Susan Eileen Goodwin Education Details

Frequently Asked Questions about Susan Eileen Goodwin

What company does Susan Eileen Goodwin work for?

Susan Eileen Goodwin works for Cohn Wealth Management Group Of Wells Fargo Advisors, Llc

What is Susan Eileen Goodwin's role at the current company?

Susan Eileen Goodwin's current role is First Vice President-Investment Officer at Wells Fargo Advisors,LLC.

What is Susan Eileen Goodwin's email address?

Susan Eileen Goodwin's email address is su****@****ors.com

What schools did Susan Eileen Goodwin attend?

Susan Eileen Goodwin attended University Of St. Thomas (Tx).

What are some of Susan Eileen Goodwin's interests?

Susan Eileen Goodwin has interest in Birding, Apple Pies, Grandchildren, Gardening.

What skills is Susan Eileen Goodwin known for?

Susan Eileen Goodwin has skills like Securities, Retirement Planning, Investments, Mutual Funds, Risk Management, Financial Advisory, Asset Allocation, Finance, Fixed Annuities, Customer Service, Insurance, Retirement.

Who are Susan Eileen Goodwin's colleagues?

Susan Eileen Goodwin's colleagues are Megan Judge Aams®, Alan Mendoza, Ryan Martin, Jacob Suberman, Cfp®, Michael Szymanski, Brittany Smith, Angela Glover.

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