Susan Acker

Background

About Susan Acker

My belief is that managing wealth extends beyond investments. It means collaborating with people to define what matters most, preparing for what comes next and the financial implications of these changes. Each person's future is like their fingerprint – unique – while sharing common priorities. Many look for my guidance with the unanswered questions centered on 7 key priorities: Family Finances Health Home Leisure Work Giving Life comes with change, meaning no straight line when it comes to your finances. I assist people in navigating thru the cycles of life without losing focus on their priorities. They deserve nothing less! I began my financial services career in 1996. I have completed training at Wharton's Executive Education Program and hold 3 degrees: Master's in Gerontology from the University of Southern California, Master's in Counseling from St. Bonaventure University and a Bachelor's in Business Administration from St. Bonaventure University. Service to the community is an integral part of my life. I served as a trustee of Nazareth College, member of the executive committee and chair of the investment committee for the Rochester Area Community Foundation and am on the boards of the University of Rochester Flaum Eye Institute and Veterans Outreach Center. I am honored to assist veternas in meeting their financial serivces needs. I was a finalist for the Athena Award in 2015. Selection is based on professional achievements, community service, leadership and the advancement of other professional women. Email addreess is: susan_acker@ml.com Telephone: 585-899-2717 Cell: 585-730-2324 *Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.