As an Operations Specialist, Sue is responsible for providing exemplary client service and operational expertise to Per Stirling clients and advisors. Her #1 goal is to make sure clients are happy. She is excited about being part of the growing Per Stirling team and assisting advisors in meeting their client’s needs and exceeding their expectations.
Sue received her BA from Simmons College in Boston and has spent the majority of her career with Fidelity and Investor’s Advantage.
Sue is originally from Boston, moved to Austin in 2010 and recently moved back to Massachusetts in 2020. She enjoys running, spending time with family and watching Boston Sports.
Three words others would use to describe Sue are: Dedicated, Patient and Kind.