Profiel
Ms. Susan E.
Peck is Financial Consultant at SVA Plumb Wealth Management LLC.
She provides comprehensive financial planning as well as asset management, investment analysis and social security planning.
She has over 10 years of experience in the financial services industry and has been in a variety of roles within SVA Plumb Wealth Management, including a portfolio accountant in the back office area and assisting with securities trading.
She received her Bachelor of Science degree in Psychology from the University of Wisconsin.
Eerdere bekende functies van Sue Peck
| Bedrijven | Functie | Einde |
|---|---|---|
SVA Wealth Management LLC
 SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Analyst-Equity | 01-09-2017 |
Opleiding van Sue Peck
| University of Wisconsin | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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SVA Wealth Management LLC
SVA Wealth Management LLC Investment ManagersFinance SVA Wealth Management LLC (SVA WM) is an investment advisory firm headquartered in Madison, Wisconsin. They are owned by SVA Financial Group LLC, which is a subsidiary of Diversified Services of Wisconsin, Inc. The firm was originally founded as SVA Planners, Inc. in 1987 and became known as SVA Wealth Management, Inc. in January 2007. In 2011, SVA Wealth Management, Inc. reorganized and changed its name to SVA Plumb Wealth Management LLC and subsequently became SVA Wealth Management LLC in 2019. SVA WM provides investment management, financial planning, retirement plan and consulting services to individuals, high net-worth individuals, banking and/or thrift institutions, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
