Meet the Team
Susan Fields
Client Fulfillment Specialist, SWS
Client Service Associate, RJFS
Focus
Susan is responsible for providing a professional, welcoming first impression to clients and guests who visit the office. She is instrumental in handling client tasks by providing information, processing documents, and transitioning money and assets.
Background and Experience
Prior to joining Signature Wealth Strategies, Susan worked with other financial firms in North Carolina and Florida. Susan has a diverse background in account management, practice management, and sales and brings with her invaluable skills in organization and attention to detail.
Away From The Office
Susan and her husband James are transplants from Florida and they are both loving the change of seasons and cold weather. They enjoy exploring North Carolina and traveling, especially to see their daughters in Nashville.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.