Sue Molina

Client Associate

Susan has worked in the financial business for 15 years. Susan is originally from New Jersey, and worked on Wall Street for a Brokerage Firm on Wall Street. Susan’s position was Director of the New Accounts Department and personal assistant to the President of the company. Susan’s past experiences included, handling IRA accounts, DVP accounts, account transfers and all phases of back office administration, working closely with branch managers. Susan has worked for Prudential Securities, First Clearing Services, Wachovia Bank and Fidelity Investment Services. She resides in North Carolina with her husband. Sue has two grown children that she loves family game night with. When not with her family you will find Sue at the beach with a good book.