Suzanne Austin

Background

About Suzanne Austin

Our team provides customized financial advice and investment guidance to affluent and high net worth individuals and multi-generational families. We help you pursue your lifetime, retirement and legacy goals with tax-sensitive guidance and a disciplined process to continually evaluate your progress. We collaborate on banking, credit, estate planning and trust services, wealth transfer and philanthropy. If you, or someone you know, desires a tailored, strategic plan that holistically covers financial needs and goals, let's connect. I received my B.A. from Michigan State University, my M.B.A. from the University of Chicago, Booth School of Business (Specialization in Finance). I am a CERTIFIED FINANCIAL PLANNER® professional and also hold the Chartered Retirement Planning Counselor™, CRPC™ designation. EXPERIENCE Senior Vice President Senior Wealth Planner Merrill Lynch Wealth Management 2014 - present Senior Investment Advisor J. P. Morgan Private Bank 25 years *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.