Storey Financial Services

Storey Financial Services

Susan Storey has provided financial planning and investment management for 30 years and is a longtime Nantucket resident. The opportunity to build the investment services program at Nantucket Bank as vice president and officer brought Susan to the island in 1997.  In 2010, Susan left Nantucket Bank to establish her own practice focusing on three things: comprehensive wealth management solutions for individuals and couples experiencing a life-changing event, successful self-employed business owners, and those desiring an overall plan and direction for retirement. Susan takes great pride in helping people achieve their goals through a collaborative process. As a skilled sailor, Susan knows that teamwork is the key to rewarding and safe voyages and will work with your other trusted professionals to get you where you are going.

Certifications:  Accredited Investment Fiduciary® (AIF®), Certified Retirement Counselor® (CRC®), and Certification for Long-Term Care® (CLTC®) designations

Susan Storey, AIF®, CRC®, CLTC®

Principal, Financial Advisor

Susan dedicates much of her life to helping others, volunteering more than 100 hours annually for Nantucket nonprofits.  A big part of her life is taking care of her dog and adventure partner, Mike.  She met Mike, a challenging rescue, at a Super Bowl party while he was being fostered.  He proceeded to park himself in front of her and would not budge.  Eventually, she succumbed to his charms and the rest is history.  Aside from being a business owner, Susan enjoys traveling, golf, being in motion, and problem-solving.


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Candi Jones

Business Development

With 25 years of experience in financial planning, Candi is the "chief right hand" at Storey Financial Services, overseeing all aspects of running the practice.  In addition to her passion for the wealth management business, Candi loves to travel, explore, and enjoy the world and its many, many marvels, no matter how big or small.  She loves learning, wisdom, and personal growth and spends much of her time as a student in these areas.  In her spare time, she enjoys spending time with family, reading, and renovation projects.  Her most important daily "job" is raising her loves, six shepskys (shepherd husky mixes) Maverick, Adeline, Bear, Denali, Rogue, and Ember.  She is a dog fanatic and invests time and energy into becoming an expert in their world!   

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