Meet Susan
Susan Weber is a Manager of Client Relations of Aptus Wealth Planning®️. Susan has been in the wealth planning and financial industry since 1999. She previously trained as an advisor with Ameriprise Financial. She has since transitioned into the role of a Manger of Client Relations as she enjoys cultivating relationships with clients more so than building a book of business.
Susan successfully passed the FIRA Series 7 and Series 63 examinations. She holds a bachelor of science with a specialty in finance from West Virginia University.
Susan currently lives in Baldwin Township with her husband, Jason, and two children, Katie and Alex.
Favorite book:
The Count of Monte Cristo by Alexander Dumas
Favorite holiday:
Christmas
Place Susan would most like to visit:
Alaska
Request an Appointment
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.