Meet Susan
Susan is a Sr. Wealth Advisor based in Morristown, New Jersey. She joined Mercer Advisors in 2018 through the acquisition of Traust Sollus Wealth Management where she served as an advisor for 11 years. Before transitioning into wealth management, Susan worked as a CPA and tax consultant, an experience that continues to inform her integrated approach to financial planning. She holds a BBA degree in accounting from the University of Miami and a Master of Taxation from Seton Hall University. She also carries the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants and is a registered investment advisory representative (IAR). Susan served as co-chair of the Women’s Division of the Financial Planning Association of New Jersey and as a board member.
Susan’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Susan has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- For corporate executives, guidance on equity comp, concentrated stock, and evolving financial complexity
- Managing income and long-term strategy for consultants with unpredictable schedules and global work
Her working style
Susan believes that trust is built through genuine, long-term relationships. She takes pride in being accessible, attentive, and caring. Susan educates her clients when necessary and has the ability to simplify complex financial topics and break them down into clear, actionable insights that help empower her clients to make confident decisions.
Susan in real life
What keeps you busy outside of work?
I enjoy spending time with my three grown daughters, playing golf with my husband, traveling and having family dinners.
Why do you like working at Mercer Advisors?
My goal 18 years ago in seeking this job was to “help people” and I feel I am doing this on a daily basis. I consider myself a great role model to my three daughters by showing them if they are working in a field they love then hard work becomes easy and leads to a successful career. This has led me to becoming a shareholder in the firm. At the same time, I have work-life balance to enjoy time with my family whether it is playing golf or traveling.
Favorite thing about where you live?
I live in Berkeley Heights, New Jersey, which is within close proximity of New York City, the Jersey Shore, and the mountains. We also have great access to three major airports which makes travel easy.
Susan’s snapshots
Meet Susan’s Teammates
Tammy Cooper
Sr. Financial Planner
What Susan Says
Over the past nine years and more, Tammy has been a true partner with me in bringing our clients’ financial plans to life. She helps me create the financial plan and is also integral in presenting to our clients in a manner that is easy to absorb and understand.
Charlene Maruska
Sr. Manager, Client Service
What Susan Says
Charlene and I have been working together for more than 10 years. She provides our clients with white glove service to help ensure that all of their needs and requests are met in a timely manner, while also acting with courtesy and professionalism.
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