Susan Degen

Sandy Spring Wealth Management
LPL Financial Advisor

Phone: 800-399-5919 ext. 6408
email: sdegen@sandyspringwm.com

Susan serves clients in Burtonsville and Fulton.

"My focus is to advise my clients on current and future financial concerns while educating them about all their options. I strive to build long-term relationships, and take a personalized approach to managing my clients assets to help them work towards their financial goals."

Areas of Focus

  • Retirement Planning
  • Estate Planning
  • Professional Asset Management
  • Business Planning
  • Long Term Care
  • Wealth Management

 

Background, Education & Credentials

  • Licensed investment Professional since 1995
  • Series 7 General Securities Registration*
  • Series 63 State Law Registration*
  • Maryland Life and Health Insurance License
  • Bachelor of Arts in English from Mary Washington College,Fredericksburg, VA
*Registrations held through LPL Financial
Sandy Spring Wealth Management

*Not FDIC Insured *No Bank Guarantee
*Not a Bank Deposit
*Not Insured by any Federal Government Agency
*May Lose Value*

Securities, advisory services, and insurance products are offered through LPL Financial, a Registered Investment Advisor, member FINRA / SIPC. Sandy Spring Bank and Sandy Spring Wealth Management are not registered broker/dealers and not affiliated with LPL Financial.
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This site is designed for U.S. Residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial's U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

 

 

 

 

 

 

 

 

 

 

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