Suzanne Taylor

Suzanne is an Advisor on the Retirement Services team.

Suzanne brings 22 years of experience in financial services. She began her career as a Personal Financial Advisor with Ameriprise. She was Director of Investor Services at Shelton Capital Management, then served as a Senior Retirement Advisor with ShareBuilder 401k.

Suzanne received her bachelor’s degree in Film Studies and English Writing from the University of Pittsburgh. She is currently a CERTIFIED FINANCIAL PLANNER™ practitioner.

Suzanne was raised in Kentucky but has lived in the San Francisco Bay Area since 1996. She spends her time reading and enjoying the outdoors. She is a board member and past president of the Rotary Club of San Francisco Evening.