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  2. Sue Davies

Sue Davies

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Susan Davies
Financial Planning Assistant
Phone: 
860-676-8635
Fax: 
860-676-8706
E-mail: 
suedavies@uswealthfarmingtonvalley.com

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.  

 

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  •   30 Tower Lane, Avon, Connecticut 06001
  •   860-676-8635
  •   tim@uswealthfarmingtonvalley.com

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Securities offered through LPL Financial, Member FINRA and SIPC. Investment advice offered through U.S. Financial Advisors, a registered investment advisor. US Financial Advisors, U.S. Wealth Management and U.S. Wealth Management Farmington Valley are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with the residents of the following states: CA, CT, FL, IL, IN, KY, ME, MA, NV, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, VT

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