Sue Ann is the Practice Manager at Balanced Wealth Management, having joined the firm in July 2024. With over 30 years of experience in the financial banking sector and more than a decade in wealth management, she brings a wealth of expertise to her role.
Sue Ann holds three degrees: an Associate of Science in Business Management from Johnson & Wales University, a Bachelor of Science in Business Administration/Public Relations, and a Project Management Certification from Bryant University.
Outside of work, Sue Ann is an active volunteer with Save One Soul Animal Rescue, where she fosters animals, and with PanCan Group. She also cherishes time spent with her granddaughter, Natalia Grace, who keeps her both youthful and energized.