Wealth Management Expert Biography

 
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Sue Smith, CFP

Sue Smith, CFP

Senior Fianncial Consultant
 
Sue is a Senior Financial Consultant in the Financial Consulting Group. She has twenty years of experience providing financial planning and investment analysis to executives, business owners, high net worth individuals and families. Sue’s emphasis is on retirement planning, cash flow analysis, stock options, compensation and benefits, wealth transfer, charitable gifting, and risk management. Sue’s straight forward approach to planning assists clients in developing solutions to meet their individual needs.

Prior to joining Northern Trust, Sue was a Financial Planner at Guarantee Associates, LLC in Lansing, and an Associate Financial Planner at Ernst & Young, LLP in Chicago from 1997 to 2002. She has been a contributing editor during 2000, 2001 and 2002 for the Ernst & Young Tax Guide.

Sue earned a Bachelor’s Degree in Organizational Management from Calumet College of St. Joseph in Indiana. She received the Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in Denver, Colorado and is a member of the Financial Planning Association (FPA).

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Insights & Research

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Looking at Ways to Manage Equity Volatility

 
August 31, 2015 - Matt Peron
Matt Peron, Managing Director of Global Equity, discusses volatility in equity markets and looks at downside protection strategies.
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Northern Trust Perspective

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