Susan Richards

Susan Richards Email and Phone Number

COO at Wilson Wealth Advisors @
Susan Richards's Location
Webster, Texas, United States, United States
Susan Richards's Contact Details

Susan Richards work email

Susan Richards personal email

n/a
About Susan Richards

I am the COO of Wilson Wealth Advisors reporting directly to David G. Wilson, MBA, CFP, CEP, APMA, CEO. We help clients feel more confident about their financial future by delivering quality advice with a premium client service experience from a team of professionals. We are dedicated to putting our clients at the heart of our business, developing and preserving long-lasting relationships.Forbes Best-in-State Wealth Management Teams, 2023Specialties: Investments, Saving for Education, Retirement Planning Strategies, Retirement Income Strategies, Wealth Preservation Strategies and Estate Planning Strategies

Susan Richards's Current Company Details
Wilson Wealth Advisors

Wilson Wealth Advisors

COO at Wilson Wealth Advisors
Susan Richards Work Experience Details
  • Wilson Wealth Advisors
    Chief Operating Officer
    Wilson Wealth Advisors Feb 2019 - Present
    Executing of the process and systems to implement on core elements of the practice (e.g., lead your practice, provide client service, acquire clients, deliver advice and implement solutions).Managing the function and performance of operations and support staff. ​​Maintaining all compliance requirements.Outsourcing key functions to improve efficiency. ​​​Maintaining the real estate and office environment aligned with practice growth.Spearheads new initiatives (e.g., lead a specific strategic imperative such as a turnaround, major organizational change or planned rapid expansion).
  • Wilson Wealth Advisors
    Financial Planning Assistant
    Wilson Wealth Advisors Jan 2017 - Jan 2019
  • Ameriprise Financial Services, Inc.
    Senior Client Service Manager And Marketing Director
    Ameriprise Financial Services, Inc. 2017 - Jan 2019
    711 W Bay Area Blvd. #500, Webster, Tx 77598
    Responsibilities include: Maintaining positive client relationships, compiling all materials needed for client meetings, tracking and handling client follow up after meetings, compile and deliver summary letters, process all account forms and new business paperwork. organize all office marketing events
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  • Ameriprise Financial Services, Inc.
    Client Services Manager
    Ameriprise Financial Services, Inc. Jan 2011 - Jan 2019
    711 W Bay Area Blvd., Ste 500, Webster, Tx 77598
    Sets and confirms all client meetings. Prepares all needed paperwork for quarterly, semi-annual and annual meetings. Updates all client information with Ameriprise Financial.
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  • Ameriprise Financial Services, Inc.
    Marketing Director
    Ameriprise Financial Services, Inc. Jan 2014 - Jan 2017
    711 W Bay Area Blvd., Ste 500, Webster, Tx 77598
    Develop and create all marketing aspects of the practice, including client appreciation events, educational events, newsletters, on-going office communication and informational market updates.
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Susan Richards Skills

Investments Marketing Strategy Strategic Planning Retirement Planning Estate Planning Saving For Education Social Media Public Relations Retirement Wealth Certified Financial Planner Social Media Marketing Event Planning Social Networking Employee Training

Susan Richards Education Details

Frequently Asked Questions about Susan Richards

What company does Susan Richards work for?

Susan Richards works for Wilson Wealth Advisors

What is Susan Richards's role at the current company?

Susan Richards's current role is COO at Wilson Wealth Advisors.

What is Susan Richards's email address?

Susan Richards's email address is su****@****mpf.com

What is Susan Richards's direct phone number?

Susan Richards's direct phone number is +161267*****

What schools did Susan Richards attend?

Susan Richards attended Southwest Texas State University, Jj Pearce High School.

What are some of Susan Richards's interests?

Susan Richards has interest in Children, Education, Health.

What skills is Susan Richards known for?

Susan Richards has skills like Investments, Marketing Strategy, Strategic Planning, Retirement Planning, Estate Planning, Saving For Education, Social Media, Public Relations, Retirement, Wealth, Certified Financial Planner, Social Media Marketing.

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