Susan Freeman, CFP® - FCS

Susan Freeman, CFP®

Vice President – Financial Advisor


It is the personal relationships that inspire Susan the most, and she has grown her practice by working closely with her clients to really understand the purpose of their wealth. It's a unique journey for each person and how we feel about our wealth is strongly influenced by our personal experiences. Earning the trust of each client to help safeguard their lifetime of savings and to plan for all of life's transitions is of paramount importance to Susan.

Susan joined Tom Freeman's team at UBS Financial Services in 2011 and has enjoyed the opportunity to be of service to their clients.

Married to Laurence Freeman since 1992
Two adult children
Girl Scout Troop Mother
Parish Education Committee


FCS Private Wealth Management June 2020- Present

UBS, VP, 2011 – 2020

Hangar 10 Aviation Services 2008-2011

Plate Expectations Catering for Corporate and Private Jets 2002 – 2008 (Business Owner)

American Century Investment Management Director of Investment Technology Service 1991- 2002


Bachelors in Business Administration, University of Central Missouri 1986

Certifications in Lotus Notes Administration and Programming, 1994-1995

New Financial Advisor (NFA) Program – UBS Financial Services 2011

Licenses & Certifications

Financial Planning Certificate Program, College for Financial Planning 2012

CERTIFIED FINANCIAL PLANNERTM, Certified Financial Planner Board of Standards, 2014

Series 7, Series 66 Securities Registrations 2011


2019- Contributing Author to Ingram’s Magazine

Corporate wide recognition for leadership, financial success and working with honor and integrity – American Century Investment Management

1998 -2001 Directed Y2k Planning and Business Continuity – American Century Investment Management Division

President of Kansas City Chapter of Association of Professional Women

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