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.