Assunta (Susie) McLane, CFP®

Managing Director, Sr. Wealth Advisor

Susie is a Managing Director and Sr. Wealth Advisor with Summit Place.  Previously she was with Glenmede where she worked extensively with successful families and their upcoming generations.  She started her career in accounting and spent several years with Deloitte working on individual and family business tax preparation and management.

Susie was drawn to Summit Place by our multi-generational family relationships and specifically our commitment to a select number of clients ensuring we can provide regular proactive comprehensive advice and expertise on all aspects of their clients’ wealth.  Susie enjoys helping clients to develop and implement financial plans and solutions to complex wealth challenges that include collaborating with her colleagues and outside advisors to offer the best advice and solutions.

Susie earned her B.S. degree in Accounting, with a minor in Finance, from Fairleigh Dickinson University and her MBA with a concentration in Finance from Centenary University.

Susie has earned her CERTIFIED FINANCIAL PLANNER certification and is a member of the Financial Planning Association (FPA), The Estate Planning Council of Northern NJ (EPCNNJ) and the Women’s Association of Morristown Medical Center (WAMMC).

You can reach Susie at assunta.mclane@summitplacefinancial.com

 

Note: Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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