Suzanne McGuireSENIOR RELATIONSHIP MANAGER
Suzanne McGuire brings over 20 years of financial services experience to her role as Senior Relationship Manager for the United Capital Atlanta office. She began her career in l983 with Robinson Humphrey Co. in Atlanta. Suzanne obtained her Series 7, 63, 3 and 53, and worked as a Registered Institutional Equity Trader.
Suzanne left the business for a while to care for an ill parent. She returned in August 2013 as the Client Services Manager for the United Capital Atlanta office. She serves as a liaison between clients and the firm’s managing directors. She assists in planning for client meetings, maintaining client data, interfacing with our primary custodian, Charles Schwab & Co., and ensuring that clients' needs are met on a personalized level.
Outside the office, Suzanne enjoys golf, yoga, spin classes, cooking, selling anything on eBay and spending time with family and friends.