Sue Davies, CFP®

Financial Planning Assistant
860-676-8635
860-676-8706

Sue Davies is a Financial Planning Assistant at US Wealth Farmington Valley, managing client relations and documentation. Sue assists in the development and implementation of wealth management strategies and works closely with clients throughout the planning process.

Sue is Insurance licensed by the State of Connecticut Department of Insurance.

Sue holds a Bachelor of Science Degree in Business Administration from St. Michael's College.