Suzanne has over 17 years of experience working with high net-worth individuals, families, executives, business owners and foundations. She joined Exencial Wealth Advisors in 2015 when Exencial merged with Fitzgerald Wealth Strategies, the firm she founded.
Her career has centered on providing her clients with best-in-class service and execution oriented wealth management advice and strategies to meet their long-term goals.
Suzanne holds a Juris Doctorate, cum laude, from Quinnipiac University and earned a bachelor’s Degree, magna cum laude, in Business Management with minors in Pre-Law and Human Resource Management from Plymouth State University.
Suzanne is a member in good standing of the New York Bar Association (but does not currently practice law).
Suzanne is active in her community and is on the Advisory Council for Parkland Foundation. Additionally, she serves as a member of the President’s Council for Plymouth State University and is an active member of many charitable organizations.
Information coming soon!
Estate Planning Team