Cassidy Susi, CRPC®, AAMS® - Succession Financial

Cassidy Susi, CRPC®, AAMS®, SE-AWMA®

Personal Financial Advisor, CRPC®, AAMS®, SE-AWMA®

Cassidy is a Personal Financial Advisor at Succession Financial. You can reach her by email at csusi@succession-financial.com or by telephone at (888) 249-0988.

Cassidy graduated with a degree in Finance and Economics from Bentley University in Massachusetts, where she also played varsity softball and actively participated in the athlete’s bible study. Her interest in advising began through her experience at Janney Montgomery Scott, a financial services firm, where she was taken under the wing of lead advisors in Mystic and Westbrook, Connecticut. Her most recent role was at Deloitte in Boston, supporting the firm’s Risk & Financial Advisory offering.

Her hometown is Waterford, Connecticut, where she grew up with four older brothers. In recent years, Cassidy has fallen in love with traveling, visiting Puerto Rico, Canada, the Dominican Republic, Greece, and even connecting with her Sicilian roots in Italy. She feels her best at the gym or on the beach.

“You may talk. And I may listen. And miracles might happen.”

—Ernest Hemingway

Succession Financial, Inc. is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of Succession Financial, Inc. by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. This message is confidential and sent by Succession Financial, Inc. solely for use by the intended recipient. All views, expressions, and opinions included in this communication are subject to change. Please contact us if there is any change in your financial situation, needs, goals or objectives. For your privacy and security, do not include sensitive information using emails that are not secured