Perennial Investment Advisors, LLC
As a Client Services Manager, Suzie delivers comprehensive services to our clients by attending to their account management needs. She has been providing customer service for over 20 years and has a genuine passion for helping others. She is responsible for scheduling visits, following up on client service requests and providing advisor support.
Suzie graduated Cum Laude with her bachelor’s degree from Pepperdine University in management and earned her MBA at Pepperdine University in entrepreneurship and alternative dispute resolution.
Suzie holds FINRA Series 7 registration through LPL Financial and Series 66 through Perennial Investment Advisors, LLC
She enjoys traveling and exploring different countries and becoming immersed in their cultures.