Susan Weitzman, Cfp® Email & Phone Number

Susan joined Morgan Stanley in 2000 and is passionate about taking care of clients and guiding them to make prudent financial decisions throughout their lives. Susan uses her behavioral science education and business experience in assisting clients to develop a clear and well defined wealth and investment management process. Her group is regarded as a trusted resource who can help clients and their family make informed decisions about any financial decision they may encounter. Susan believes every person has an opportunity to create and live the life they desire and is passionate about guiding and taking care of each and every client. Susan has been recognized as a Forbes ‘Top Women Wealth Advisor’ and ‘Best-in State Wealth Advisor’ in 2019, 2020 and 2021. Susan has a deep appreciation for personal relationships which enables her to support her clients in an intelligent, easygoing and accessible manner. Susan has held various leadership positions at Morgan Stanley having represented the Chicago North Complex as a member of the Great Lakes Regional Advisory Council as well as serving for 4 years on the National Advisor Council (FAAC) in New York representing the Great Lakes Region. These positions act as a liaison between Morgan Stanley colleagues and Senior Management, creating an open two-way communication channel to discuss and provide feedback and insight on key initiatives and enhancements within the organization. Susan graduated from the University of Illinois with a Bachelor of Science in Psychology and a MBA in Business Administration. She is also a CERTIFIED FINANCIAL PLANNER (CFP®) professional. This nationally recognized certification is awarded to individuals after successfully completing a series of Financial Planning classes and exams administered by Northwestern University as well as passing the national exam issued by the CFP® Board. Susan currently serves on the Executive Board and Board of Directors of Temple Jeremiah in Northfield, IL. Susan serves as Treasurer, Co-head of the Investment Committee and chairs the Budget Committee as well. For over a decade, Susan served on the University of Illinois Alumni Advisory and Psychology Department Advisory Board of Directors. She also served as a Vice President of the Board of Directors for Game-On Sports Camp for Girls. Susan lives in Deerfield, IL with her husband Dan. She enjoys spending time with her grown children and the ‘little ones’ who thankfully live close by. Golf, paddle tennis and long walks help Susan stay active throughout the year.