Client Service Manager
Susan has been with Bailey Financial Group for over 25 years. She holds an associate degree in accounting from Erie Community College.
Our clients appreciate how she treats every call as important, and always follows through with urgency and efficiency. In addition, Susan manages our branch client service operations and trains and supervises our team’s client associates.
Before moving with BFG to Oxford Harriman & Company, Susan was affiliated with BFG at Raymond James. Previously, Susan was a senior administrative assistant at Wells Fargo Advisors. Susan also held positions at Morgan Stanley, UBS Financial and LPL Financial.
Susan and her husband Sam have been lifelong Buffalo residents, where they raised their three children, Carmen, Dominic, and Vincent. In her free time, Susan enjoys hiking, biking, cooking, and spending time with her children and grandchildren.