Suzanne Fitzgerald
Suzanne M. Fitzgerald, J.D., is the President and Founder of Fitzgerald Wealth Strategies, L.L.C. Fitzgerald Wealth Strategies is a Comprehensive Financial Planning and Wealth Advisory Company. Setting the standard on providing responsive personalized financial planning, Suzanne and her team will provide you and your family with comfort and confidence in our process. Enjoying your wealth and lifestyle is much easier when you know that you have a thoughtful, thorough financial plan and that your most important assets (loved ones) will be cared for and protected. We understand that building honest, caring personal relationships is an important and necessary step in becoming your trusted advisor and this goal is evident in our approach to comprehensive planning. Transparency and a concentrated effort to anticipate needs and continually innovate for you and your family all comes together resulting in a truly unique planning model. Suzanne has over 20 years of experience working with high net-worth individuals, families, executives, business owners and foundations. Her career has centered on providing her clients with best-in-class service and execution oriented wealth management advice and strategies to meet their long-term goals. Suzanne holds a Juris Doctorate, cum laude, from Quinnipiac University and earned a bachelor’s Degree, magna cum laude, in Business Management with minors in Pre-Law and Human Resource Management from Plymouth State University. Suzanne is a member in good standing of the New York Bar Association (but does not currently practice law) and holds her Series 65 brokerage license (through FINRA), Certified Trust Financial Advisory designation, as well as insurance licenses in multiple states. Suzanne is active in her community and sits on the Parkland Foundation Advisory Counsel. Additionally, she is a member emeritus of the President’s Council for Plymouth State University and is an active member of many other charitable organizations.