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Suzan Elder, Cpfa, C(K)P® Email & Phone Number

Helping People Take Care of Their Families and Helping Businesses Take Care of Their People at Fox and Bull Wealth Strategies

Location: Seattle, Washington, United States 3 work roles 2 schools

1 work email found @ml.com LinkedIn matched

✓ Verified August 2026 4 data sources Profile completeness 100%

Current company

Fox and Bull Wealth Strategies

Role

Helping People Take Care of Their Families and Helping Businesses Take Care of Their People

Location

Seattle, Washington, United States

Who is Suzan Elder, Cpfa, C(K)P®? Overview

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Suzan Elder, Cpfa, C(K)P® is listed as Helping People Take Care of Their Families and Helping Businesses Take Care of Their People at Fox and Bull Wealth Strategies, based in Seattle, Washington, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Suzan Elder, Cpfa, C(K)P®.

Suzan Elder, Cpfa, C(K)P® previously worked as Founder, CIO, Wealth Advisor at Fox And Bull Wealth Strategies and Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management. Suzan Elder, Cpfa, C(K)P® holds School Of Journalism from Drake University.

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Email format at Fox and Bull Wealth Strategies

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*@ml.com

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AeroLeads found 1 current-domain work email signal for Suzan Elder, Cpfa, C(K)P®. Compare company email patterns before reaching out.

Profile bio

About Suzan Elder, Cpfa, C(K)P®

Suzan's positive, yet discerning in her approach. She believes that we all need a master plan. Our lives transition and change... the plan should also. The plan should be personal, address risk, goals, and investment expectations. She has been described as a “family wealth advocate" and has built her business so that she can help people take care of the people they care about. As a Wealth Advisor, she asks good questions, listens, and covets the clients' values. Suzan is also familiar with defined contribution plans, wellness and education planning for organizations and their participants, and other qualified plan choices that are available to Plan Sponsors. She works with a variety of strategic partners, record keepers, and TPAs.As an experienced Wealth Advisor, she provides traditional advice and guidance. She can help clients pursue their objectives by building and managing custom strategies using a combination of fundamentals and technical analysis. She serves clients as Chief Investment Officer managing portfolio strategies on a discretionary basis. She was born on the West Coast, raised on the East Coast, and studied in the Mid-West. She and her family have settled in the Pacific Northwest, and feel blessed to call Washington their home. As a family and a firm, they enjoy volunteering with organizations in the community.

Listed skills include Portfolio Management, Investment Strategies, Family Wealth Management, Impact Investing, and 6 others.

Current workplace

Suzan Elder, Cpfa, C(K)P®'s current company

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Fox And Bull Wealth Strategies

Helping People Take Care of Their Families and Helping Businesses Take Care of Their People

3 roles

Suzan Elder, Cpfa, C(K)P® work experience

A career timeline built from the work history available for this profile.

Founder, Cio, Wealth Advisor

Current

Fox And Bull Wealth Strategies

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Mar 2021 - Present

Senior Financial Advisor, Assistant Vice President

Merrill Lynch Wealth Management

New York, Ny, Us

Money Management, Retirement Planning, Investment Strategies, Value Based Investing, Risk Management Assessment and Discretionary Portfolio Management. C(k)P® is a registered trademark of The Retirement Advisor University, Inc. Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Jan 2014 - Mar 2021

Portfolio Manager

Morgan Stanley

New York, Ny, Us

Aug 2009 - Jan 2014

2 education records

Suzan Elder, Cpfa, C(K)P® education

School Of Journalism

Drake University

High School Diploma

Pensacola High School

FAQ

Frequently asked questions about Suzan Elder, Cpfa, C(K)P®

Quick answers generated from the profile data available on this page.

What company does Suzan Elder, Cpfa, C(K)P® work for?

Suzan Elder, Cpfa, C(K)P® works for Fox and Bull Wealth Strategies.

What is Suzan Elder, Cpfa, C(K)P®'s role at Fox and Bull Wealth Strategies?

Suzan Elder, Cpfa, C(K)P® is listed as Helping People Take Care of Their Families and Helping Businesses Take Care of Their People at Fox and Bull Wealth Strategies.

What is Suzan Elder, Cpfa, C(K)P®'s email address?

AeroLeads has found 1 work email signal at @ml.com for Suzan Elder, Cpfa, C(K)P® at Fox and Bull Wealth Strategies.

Where is Suzan Elder, Cpfa, C(K)P® based?

Suzan Elder, Cpfa, C(K)P® is based in Seattle, Washington, United States while working with Fox and Bull Wealth Strategies.

What companies has Suzan Elder, Cpfa, C(K)P® worked for?

Suzan Elder, Cpfa, C(K)P® has worked for Fox And Bull Wealth Strategies, Merrill Lynch Wealth Management, and Morgan Stanley.

How can I contact Suzan Elder, Cpfa, C(K)P®?

You can use AeroLeads to view verified contact signals for Suzan Elder, Cpfa, C(K)P® at Fox and Bull Wealth Strategies, including work email, phone, and LinkedIn data when available.

What schools did Suzan Elder, Cpfa, C(K)P® attend?

Suzan Elder, Cpfa, C(K)P® holds School Of Journalism from Drake University.

What skills is Suzan Elder, Cpfa, C(K)P® known for?

Suzan Elder, Cpfa, C(K)P® is listed with skills including Portfolio Management, Investment Strategies, Family Wealth Management, Impact Investing, Process Improvement, Services, Money Management, and Defined Contribution.

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