Suzanne is responsible for providing comprehensive wealth management advice to high-net-worth individuals, executives, families, entrepreneurs, business owners, foundations, and endowments throughout the United States and England. She works closely with clients and their advisors to develop financial strategies which help clients meet their current needs and their long-term objectives. Suzanne ensures that clients receive the appropriate blend of services based on their unique needs, including investment management, retirement planning, risk protection, income tax planning, philanthropic consultation, estate, trust, and transition planning.
Suzanne has more than a decade of experience working with high-net-worth individuals and families. Prior to becoming a Partner of Berardi, Auteri & Fitzgerald LLP, Suzanne was Vice President of Wealth Advisory Services at Wilmington Trust Company in Wilmington, DE. Suzanne also served as a trusted advisor for over eight years as Vice President of Financial Counseling for the Ayco Company, L.P., a Goldman Sachs Company in Dallas, TX.
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, and holds her Series 7 and Series 63 brokerage licenses as well as insurance licenses in multiple states. Further, she recently earned her Certified Trust and Financial Advisor License from the American Bankers Association at Emory University.
Suzanne is active in her community and serves as a member of the President’s Council for Plymouth State University. She is also a Board member for the Italian American Chamber of Commerce of Greater Philadelphia, and sits on the NIA-PAC Board of Directors. She is also an active member of many charitable organizations.