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