Flagship Wealth Advisors, LLC

CONNECT

Address:

301 Edgewater Pl Ste 400
Wakefield, MA 01880

Phone:

1-800-631-9997

Fax/Other:

1-781-224-9920

Susan Big

MS, MBA, Independent Investment Advisor

Susan Big, registered investment advisor and representative since 1999, holds securities series 7, 66, and 31 registrations in addition to Life and Health Insurance licenses. Susan joined Royal Alliance Associates in 2007 after 7 years as a financial advisor at Merill Lynch and Smith Barney, securing company designations in financial and retirement planning. In 2005 she was named one of the Top Ten Women Financial Advisors by Boston Women's Business Journal.

 

Over her 30 years in business, Susan learned that relationships are built on mutual trust and respect. Using a consultative approach, honed over years as a financial advisor and management consultant for corporations like Mercedes-Benz and Subaru, she developed a client-focused practice that first assesses needs, goals, expectations, and investment experience before making recommendations. This process helps in determining if it can be a beneficial relationship for client and advisor. After deciding to work together, the strategy is reviewed annually, and revised based on changes in needs, risk tolerance, wealth accumulation, work, family or estate issues. Clients select from a variety of investment and financial planning options ranging from fee only to fee-based services.

 

Susan earned BA and MS degrees from the State University of New York, an MBA from Simmons College School of Management, and certificates In Hispanic Studies from universities in Spain and Mexico. She is fluent in Spanish, a Rotary International Paul Harris Fellow and collaborated in the development of antibullying programs for elementary children with Andover Rotary and is involved in other charitable work.

 

Fax 1-781-224-9920
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck