Susan Pye
Branch Manager at
Wells Fargo Advisors
Years of Experience
21 years
Number of Clients
84
Average Client Size
$1,500,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
Comprehensive planning matters more than just investments - we look at the complete financial picture.
Clientele
Services Provided
Retirement Planning
Investment Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Retirement Income Certified Professional®
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Certified Divorce Financial Analyst®
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Pricing Models
Education
Wheaton College, MA
Bachelors of Economics
Obtained in 2000
Previous Work Experience
Merrill Lynch
Wealth Advisor
2004 - 2016
Advisor Links
Disclosures and Proof of License
Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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Investment and Insurance Products are:
- Not Insured by the FDIC or Any Federal Government Agency
- Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
- Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested