PWM is excited to announce the addition of Suzi Lederer to the team. Suzi will be a key person helping the team in many important areas of client services. Suzi brings strong organizational skills and a great personality to the team.
Suzi was born and raised in the Catskill Mountains of New York. Wanting to escape the brutal winters of the North, she moved to North Carolina to start a family. She began her career in banking and moved to the personal financial services side in 1998. She has worked for various broker dealers in both the assistant and advisor roles. She maintains her series 7, 66 and Life, Accident and Health licenses.
Outside of work, Suzi enjoys spending time with her children as well as gardening, reading, cooking and being outdoors.