Susan Schieding

I understand that clients appreciate a personal touch in any business relationship. That's why I strive to cultivate trust-based relationships with those I serve, enabling my team and me to better assess their needs and guide their investments effectively. My love for mathematics and my knack for organization drew me to the financial services industry, and I am passionate about providing clients with high-caliber assistance to ensure they have a positive experience with our team.

Before joining Boston Harbor Wealth Advisors in 2019, I worked at Alex. Brown, a division of Raymond James, starting in 2010. Prior to that, I served as a senior sales analyst for Thomas Weisel Partners from 2005 to 2009. My career began with over nine years as a senior registered sales assistant at UBS and the Bank of Boston. I earned my bachelor’s degree in economics from Salem State College, where I was an active member of the economics club.

As a Massachusetts native, I make my home in Danvers with my husband, Roger, and our two children, Reese and Cameron. When I'm not at the office, I cherish spending time with my kids. We are active members of Holy Trinity United Methodist Church and enjoy participating in various community programs.