Susan A. Svenson
Client Service Associate, Private Client Group
Sue joined Clearstead in 2013 as a Client Service Associate. Sue’s work entails delivering each of the four broad services for her assigned clients, generating reports, reconciling accounts, establishing new relationships, and other tasks involved with serving wealth management clients. She is also responsible for account maintenance, investment statement production, and other special projects.
Prior to joining Clearstead, Sue worked as a Client Service Manager for Creekside Financial Advisors, Cedar Brook Financial Partners, and Fairport Asset Management. She earned a B.A. in Management from Baldwin Wallace, and holds a Certificate in Human Resources Management.
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We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114