Merrill Lynch Financial Advisor Susan T. Gillespie 300 Conshohocken State Road, Conshohocken, PA 19428

Merrill Lynch Financial Advisor Susan T. Gillespie, located at 300 Conshohocken State Road in Conshohocken, Pennsylvania, offers insights, observations, and ideas to help clients pursue their financial goals. Susan has over 35 years of experience in the financial services industry and focuses on providing a comprehensive approach to managing wealth tailored to each client's individual needs. Supported by the global resources of Merrill, Susan's team is dedicated to building strong client relationships based on trust and personalized service.

With a focus on understanding each client's goals and priorities, Susan uses the Merrill Personal Wealth Analysis™ to develop personalized financial plans centered on what clients want to achieve. By working closely with clients to design and implement these plans, Susan aims to help them pursue their financial goals while managing investment risk. She believes that the best financial approach is one that helps clients turn their aspirations into reality, whether it's planning for retirement, saving for a home, funding education, or passing wealth to future generations.

Through the Investment Personality Assessment, Susan gains a deeper understanding of each client's investing preferences to customize a financial approach that aligns with their goals and priorities. As life and goals change, Susan and her team are committed to helping clients stay on track by regularly reviewing and adjusting their financial plans. By providing access to investment insights and banking solutions, Susan works with clients to develop strategies that address their evolving financial needs.

As a Merrill Lynch Wealth Management Advisor, Susan helps clients navigate the complexities of their financial lives by creating customized investment approaches to pursue their goals. With a focus on putting clients first and providing personalized investment strategies, Susan aims to help clients live their best financial life. She is registered to do business in multiple states and emphasizes the importance of consulting legal and tax advisors before making any financial decisions.

Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clients can expect to receive the latest investment insights, tips, and strategies to help them achieve their financial goals. With a dedication to helping clients succeed, Susan Gillespie and her team are committed to providing exceptional service and guidance to clients as they navigate their financial journey.