Suzanne L. (Suzie) Small is a Wealth Advisor and Assistant Vice President with Community Financial Services Group, based out of the Derby office and proudly serving the Northeast Kingdom.
Suzie has over 14 years of experience in the financial services industry, having spent most of her career with one of the world’s largest investment companies, Vanguard, in Malvern, Pennsylvania. While at Vanguard, Suzie worked primarily with high-net-worth clients providing guidance and education around creating financial plans based on each client’s specific situation, needs and goals. She studied Political Science at the University of Georgia and holds several securities licenses.
Having been a visitor to the Northeast Kingdom for the past (almost) 20 years, Suzie is excited to finally call the NEK “home” and enjoys serving the unique needs of our clients and their families. In her spare time, you can find Suzie running the local trails or attempting to play golf at any of the local courses in the Kingdom. Suzie is an empty nester with two children that are now young adults. Suzie currently resides in Newport.