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.
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 clients are in life.
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 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 firstname.lastname@example.org