Susan M

Managing Partner & Advisor

Susan McCormick is a Managing Partner & Advisor with Fingerlakes Wealth Management, the company she founded in 2009. Susan has been assisting clients for over 20 years and focuses on Wealth Management Strategies, Financial Plans and Tax Efficient investing. Before Fingerlakes Wealth Management, she was with Edward Jones from 1998-2006, was twice offered Limited Partnership, as well as opened and managed two branch offices. In 2006 Susan joined Merrill Lynch as an Assistant Vice President and Senior Financial Advisor continuing to provide Wealth Management Strategies.

Susan has B.A. and M.A. degrees in Education and is the past President of the Tompkins Estate Planning Council of Tompkins County and past member on the Tompkins County Chamber of Commerce board of directors. Susan holds a CRPC, Chartered Retirement Planning Counselor; an AAMS, Accredited Asset Management Specialist designation; and a CLTC, Certified Long Term Care Specialist designation. Susan holds licenses in the following areas: Series 7, 63, 66, and 31.

Susan and her husband Charles, a retired Professor at Cornell University, raised their two children in the area. They enjoy golfing, motorcycling, family activities, gardening, and entertaining.

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Financial Data Security Checkup

You can buy a lock for your valuables… but what about protection for your financial data? When it comes to protecting your intangible valuables like credit card information, bank statements and Social Security data, you are your own best line of defense. Use this quick list to make sure your info is protected from financial data thieves’ sticky fingers: