Susan Michel

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wbenccertified womens business enterprise registered investment advisor broker dealer national financial services firm wealth management financial planning portfolio management corporate retirement plans insurance services succession planning investment advisory equities trading fixed income trading options trading hedging strategies cash management margin lending trading desk real-time market updates client-focused trading risk management wealth preservation family wealth management business development diversity initiatives client relationships high net worth services personalized financial advice long-term investment strategies financial education 401k administration retirement projections women-owned business women in finance financial insights investment trends financial stewardship multi-generational wealth business continuity planning regulatory compliance performance analysis market research investment outlook private wealth management broker-dealer services retirement income planning portfolio monitoring institutional trading trading operations creative financial solutions financial technology integration business owner partnerships investment management financial services b2b