Susan J. Santamaria
In the 1980s, Susan
recognized the need for a consultative approach to helping people meet their
financial goals. She took the opportunity to educate clients for the benefit of
their overall financial well-being. Caring and smart, she strives to help
clients build and preserve their wealth, and transfer it according to their
Focused on providing
thorough financial assessments and plans, as well as investment selection and
portfolio management, Susan joined Raymond James in 2015. She respects the
research and good reputation of the firm in addition to establishing an
independent relationship where she can always put client interests first. Susan
held similar positions over the course of 30 years with Merrill Lynch and
Edward Jones, where she also served in key leadership roles. For three
consecutive years, she was recognized with the Iron Horse award for leadership.
A graduate of The
University of Texas at Austin, Susan has continued learning and achieved the
designation of Accredited Asset Management Specialist (AAMS) from the College
for Financial Planning in 2004.
She has consistently been
involved in the communities she has called home. Susan has been named an
honorary member of the Women’s Board of the Children’s Home & Aid Society
in Chicago, Illinois, and received a certificate of merit for outstanding
dedication in volunteer service from the Chicago Texas Exes – an alumni
association of her alma mater, where she is a lifetime member and also served
for many years as president of the Chicago Chapter.
For more than five years,
Susan has served as president of the Dripping Springs Community Foundation, in
Dripping Springs, Texas. She is a member of Dripping Springs Chamber of Commerce,
the Dripping Springs Women’s Club, and the city’s St. Martin de Porres Catholic
Susan grew up in south
Austin, Texas, and resided in Chicago for 26 years. She lives on 30 acres in
the Pedernales River Valley in the beautiful Texas hill country outside of
Dripping Springs with her husband, Richard.