Suzanne ProutWealth Management Administrator
Suzanne is one of the wealth management administrators in the firm. With over 10 years’ service, she is another long-serving team member.
Paying close attention to detail is just one of Suzanne’s skills that both clients and the firm’s advisors really appreciate. “Our key role in the admin team is to support the advisors in preparing for client meetings by providing information such as up-to-date valuations, checking transactions and ensuring that new investments happen when they should.”