Suzanne Pierson

Senior Client Service Associate

Suzanne Pierson

Education & Professional Designations

  • Master’s Degree in Early Elementary Education from The Ohio State University.
  • Bachelor’s Degree in Education from The Ohio State University

Memberships & Community Involvement

Sunday School Teacher at Grace Powell Church and Organizer for the Dublin Diners Dining Group.

About Suzanne

My role as a Senior Client Service Associate is to assist clients in opening new investment accounts, apply for life insurance and long-term care insurance, help clients make changes to their accounts (i.e. beneficiary changes, name/address changes, account ownership changes, etc.), I help clients access their funds, set up withdrawals or contributions, assist clients in transferring their funds, and keep clients updated on the progress of their requests.

I started in the financial services industry in 2008 as a Registered Representative with New York Life Insurance Company. It was there that I gained my education in investing and insurance. This experience provided me with a wealth of background knowledge that helped prepare me for my current role. 

Hobbies and Personal Interests

I enjoy cooking/baking, singing, reading, writing, movie-watching, crafting (mostly sewing), learning to speak French, and traveling.
I am a classically trained Opera singer. I also know a lot of useless trivia and can memorize anything if it is set to music (song lyrics, tv show theme songs, names of the states in alphabetical order, etc.)

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Stephen Catalano

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Aparna Kerwin

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Stephanie Seese

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