Named a Top 250 Female Advisor in each of the past two years, I am a compassionate financial advisor who takes pride in educating and empowering my clients to reach their financial goals. I have been a financial advisor with Edward Jones since 2000. To better serve my clients, I earned the AAMS® professional designation. Prior to joining the firm, I worked in higher education. I have been happy to call Frederick home since moving here to attend Hood College.
Utilizing an established process, I partner with my clients to create customized financial strategies. I take the time to listen to my clients and understand their objectives, values and current financial situations. I then build and execute their custom strategies. I maintain open communication to make any adjustments to their strategies and help keep them on track. To provide solutions to more complex financial needs, I regularly work in conjunction with my clients’ legal and tax professionals, always keeping client information confidential.
I am proud to serve a wide variety of clients, from individual investors to multigenerational families to business owners. Many of my clients are pre-retirees and retirees with whom I help prepare and save for their ideal retirements. I am especially passionate about helping clients facing life transitions, including widowhood and divorce. I am supported by my experienced branch team of Angela White and Sarah Martin.
Within Edward Jones, I currently serve as a culture of compliance leader. I am also a vice president of Care Wear Volunteers, the captain of an Alzheimer’s Disease fundraising team and a member of the Hood College Board of Associates. In my free time, I enjoy biking, hiking, skiing and spending time with my family and two Labrador Retrievers.
Call my office today and schedule an appointment. My team and I would love to meet you and assist you with your financial goals.
- Retirement Savings Strategies
- College Savings
- Divorce Finances
- Portfolio Reviews
Phone NumberSusan E Edmiston at (301) 668-0276
|Mon||07:30AM - 04:00PM|
|Tue||07:30AM - 04:00PM|
|Wed||07:30AM - 04:00PM|
|Thu||07:30AM - 04:00PM|
|Fri||07:30AM - 04:00PM|
|Sat||By Appointment Only|
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