Assunta (Susie) McLane
Wealth Management Advisor
Susie joined Summit Place in 2018 from Glenmede where she worked extensively with the upcoming generations of successful families. She started her career in accounting and spent several years with Deloitte working on individual and family business tax preparation and management.
She was drawn to Summit Place by our multi-generational family relationships and specifically our commitment to a select number of clients to ensure our advisors can provide regular proactive advice and expertise on all aspects of their clients’ wealth. Susie enjoys helping clients to develop and implement financial plans and collaborating with her colleagues and outside advisors to offer the best advice and solutions no matter where younger generations are in life.
Susie earned her B.S. degree in Accounting, with a minor in Finance, from Fairleigh Dickinson University. She completed her MBA with a concentration in Finance at Centenary University.
Susie 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 email@example.com