Susan Beard
Regional Relationship Development Officer & Senior Wealth Advisor at Old North State Trust
Based in United States
7-day free trial · no credit card
Seniority
Other
Department
Other
Location
United States
Industry
Financial Services
Company size
40
Contact information
Reveal Susan's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
s•••••••@oldnorthstatetrust.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Susan Beard
With over 12 years at Old North State Trust, my roles as Regional Relationship Development Officer and Senior Wealth Advisor are supported by technical insight from a Certified Trust and Financial Advisor (CTFA) credential and a Chartered Retirement Planning Counselor designation (CRPC®). Our team's mission aligns with delivering trustworthy trust and estate planning solutions by partnering with our clients' other trusted professional advisors. My expertise in trust services and retirement planning expands over 40 year, and has been pivotal in empowering clients to achieve financial security. Old North State Trust values the diversity of perspectives I bring, and together, we're committed to upholding the highest standards of service and integrity in the financial advisory landscape.
Decision-makers
Other people at Old North State Trust
- RWDirector
Royce Weisner
Senior Trust Officer · Finance & Accounting
- SEDirector
Spence Evans
Director of Relationship Development and Sr Trust Officer · Finance & Accounting
- NMManager
Nicholas Matthews
Financial Controller · Finance & Accounting
- EHStaff
Earl Haga
Consultant · General Business & Management
- JMDirector
Jan Metcalf
Senior Trust Officer, Ctfa · Finance & Accounting
Build a list of verified contacts at Old North State Trust
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Susan
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime