Wealth Advisor

Susan Bock

Background & Experience

Prior to working at SeaCrest Wealth Management, Susan was with Merrill Lynch for 40 plus years as a Financial Advisor and Vice President.  Susan is experienced, knowledgeable, and service-oriented.

Susan’s approach to the business is entirely client-focused. She has a diversified clientele with many being second and third generation, who have entrusted her to guide them with their investments and financial needs.

Clients’ needs, concerns, family dynamics, and aspirations are important considerations in her investment philosophy.

Susan’s focus is a comprehensive approach that reflects her clients’ goals and manages their risk tolerance. She advises her clients on financial investments, insurance needs, and estate planning.

Susan graduated from the University of Cincinnati Summa Cum Laude

BS Psychology

She is passionate about her family, ballroom dancing, cooking, and gardening.

(914) 502-1911 direct

(914) 251-1312 fax

(203) 858-8007 mobile

SBock@SeaCrestWM.com

 

3000 Westchester Ave.

Suite 206

Purchase, NY 10577

 

How I Can Help You

The focus is on you. Susan can you help with asset placement strategies for tax optimization, financial planning for yourself and the next generation, charitable giving, and more. Set up a time to meet Susan and learn more about your wealth management options. 

You can:

Background & Experience

Prior to working at SeaCrest Wealth Management, Susan was with Merrill Lynch for 40 plus years as a Financial Advisor and Vice President.  Susan is experienced, knowledgeable, and service-oriented.

Susan’s approach to the business is entirely client-focused. She has a diversified clientele with many being second and third generation, who have entrusted her to guide them with their investments and financial needs.

Clients’ needs, concerns, family dynamics, and aspirations are important considerations in her investment philosophy.

Susan’s focus is a comprehensive approach that reflects her clients’ goals and manages their risk tolerance. She advises her clients on financial investments, insurance needs, and estate planning.

Susan graduated from the University of Cincinnati Summa Cum Laude

BS Psychology

She is passionate about her family, ballroom dancing, cooking, and gardening.

Take The Next Step

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