Cfp Susan Dupuis Email & Phone Number | **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** As a long standing member of Catlett-Tinsley, Susan wears many hats. She is a Certified Financial Planner and has completed the UBS Wealth Advisor training. She is responsible for the day to day operations of our team, managing our financial planning software and is our annuity and long term care specialist. Through Susan's personal experience caring for aging parents she has become our team's expert on guiding our families through the emotional and financial process of transitioning to retirement communities as well as the administrative issues families face upon the loss of a loved one. She is originally from Charlotte, NC and was educated at Appalachian State and the University of North Carolina at Wilmington. In her free time, Susan can be found walking the loop at Wrightsville Beach or spending time with her three grandchildren. **Registered States**NC ********* **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Cfp Susan Dupuis

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Wilmington, North Carolina, United States

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Cfp Susan Dupuis’s Email susan.dupuis@ubs.com

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Cfp Susan Dupuis’s Location Wilmington, North Carolina, United States

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Work Experience

Ubs

Wealth Strategy Associate - Catlett Tinsley - UBS Financial Services Inc

2002-11-01 00:00:00 - Present

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FAQ About Cfp Susan Dupuis

Cfp Susan Dupuis is located at
Wilmington, North Carolina, United States

Cfp Susan Dupuis is a **By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.** As a long standing member of Catlett-Tinsley, Susan wears many hats. She is a Certified Financial Planner and has completed the UBS Wealth Advisor training. She is responsible for the day to day operations of our team, managing our financial planning software and is our annuity and long term care specialist. Through Susan's personal experience caring for aging parents she has become our team's expert on guiding our families through the emotional and financial process of transitioning to retirement communities as well as the administrative issues families face upon the loss of a loved one. She is originally from Charlotte, NC and was educated at Appalachian State and the University of North Carolina at Wilmington. In her free time, Susan can be found walking the loop at Wrightsville Beach or spending time with her three grandchildren. **Registered States**NC ********* **These are the comments of this Financial Advisor only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**