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Suzanne Conran, AIF®, CRES, MBA
AIF®, CRES, MBA
Suzanne has over 25 years of experience as a financial professional. She received her MBA in Finance in 1990 and holds her AIF®, CRES, FINRA Series 6, 63, 65, 7 & 26. She joined Lincoln Investment in 2010 and achieved the Hall of Fame in just 10 years; the shortest time possible! This is a celebration for financial professionals who achieve 10 annual clubs (Nick’s Round Table or President’s Club).
Connecting with her clients, Suzanne says, and being able to improve their future is the best part of the job. She loves that after 25 years, she still finds her job fulfilling every day, thriving off the different and new challenges brought by her clients and finding the best solutions to fit their needs. Although Suzanne has built a client base in the past 25 years, she always strides to make each person feel heard, supported and reassured.
She adds, “My practice is analogous to a puzzle. Each client I meet is different; some have pieces already in place, some have the pieces in the wrong place, and some have no pieces at all. My job is to work with each individual to figure how the pieces fit for them. Every client and each experience is different. There is no boiler plate that works across the board.”
Suzanne and her husband, Patrick have three children. Cassidy, 27, works at Vanguard and is currently a candidate for the level 2 CFA®. Richard, 25, works as a software engineer at Wayfair. Liam, 21, is a Biology/Chemistry major at Saint Michael's College.
When not working, Suzanne's happiest place is with her family, running with her dog, on the mountains skiing or on the beach at Cape Cod. Finding time to enjoy her family and friends is always a priority.
The Hall of Fame recognizes those Lincoln Investment financial advisors who have achieved the firm’s annual qualifying criteria at least 10 times based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well by inducting them into its Hall of Fame. Awards are not indicative of future performance and working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.