Broker Check
Susan Wieck, CFP®

Susan Wieck, CFP®

Advisor Associate to David Reichert

Susan Wieck is a native Montanan, but has been circling the Rocky Mountains since leaving the University of Montana upon graduation. She has lived in Denver, Colorado and Dallas, Texas and been in Salt Lake City, Utah since 2004. She began her career in financial services in 1993 as a mortgage broker. She then joined a national insurance company that focused on retirement income planning in 1999 and joined Waddell & Reed in 2013. She has also earned the Certified Financial Planner™ mark.

Susan has been a member of the Utah State University Planned Giving Advisory Board since 2015 and is a past board member of the National Association of Professional Women’s Salt Lake City Chapter. She joined the Junior League of Salt Lake City in 2017 and finds the organization’s commitment to building the community comparable to none. She loves hiking, skiing, traveling and reading, but her passion is music. Susan sings with her church choir and also with the Westminster Community Choir.

Susan takes pride in helping her clients pursue their goals with confidence. She wants them to have solutions in place so they can make decisions for themselves and their family with an understanding of the potential rewards and consequences. She recently became a member of David Reichert’s team and aims to give her clients top shelf service and clarity regarding the team that will support them for generations to come.

 

Waddell & Reed is not affiliated with any other entities referenced herein.

07/18