Susan Marvin - Ameriprise Financial Services in Richardson, TX is a financial advisory firm led by Susan Marvin, a Certified Financial Planner (CFP) with a team of experienced professionals. They offer a range of financial advisory services and utilize digital tools for collaboration, providing market and economic insights to help clients achieve their financial goals.
Susan Marvin holds various qualifications, including the AAMS, ADPA, AEP, AIF, APMA, AWMA, BFA, CAP, CAS, CASL, CDFA, CEP, CFA, and CFP designations, demonstrating her expertise in asset management, estate planning, investment fiduciary practices, portfolio management, wealth management, behavioral finance, philanthropy, annuities, senior living, divorce financial analysis, estate planning, exit planning, and financial analysis. With a comprehensive knowledge of these areas, Susan Marvin and her team provide personalized financial advice tailored to the unique needs of their clients.
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