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Susie Walsh

Client Coordinator

Bringing years of experience in professional office executive roles that heavily concentrate on client relationships, Susie supports the daily functions of our firm. She helps coordinate and facilitate the steps needed for our clients to reach their financial goals. Susie is from Miami, FL, and now resides in Sarasota. She enjoys spending her free time at home with her three young children, is a life-long art lover, and loves to travel to new places and experience nature.