Susan Freeman, CFP®
Vice President – Financial Advisor, Certified Financial Planner ™
About
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
Experience
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
Education
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
Accomplishments
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
