Suzanne Conran

Mobile: 781-608-4158
Fax: 508-546-0227
Email: sconran@kafadvisors.com

Suzanne has over 29 years of experience as a financial professional. She received her MBA in Finance and holds her AIF®, CRC®, CRES, and holds FINRA Series 6, 63, 65, 7 & 26 through Lincoln Investment. She joined KAF Wealth Management in 2020.

As an ensemble practice, Suzanne, Megan Corrado, and Desiree Boga understand that working cooperatively provides a stronger foundation for you, our client.  Our principles depend upon that collaboration.  Similarly, our approach to our client needs incorporates the same position.  We work diligently to integrate all of our specialties; wealth, legacy, estate, and financial planning, to allow each client to feel confident through the entire planning process.

Connecting with our clients, Suzanne says, and being able to improve their future is the best part of the job. She loves that after decades of experience, 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, she always strives to make each person feel heard, supported, and reassured.

Suzanne and her husband, Patrick have three children. Cassidy, CFA®, is the Director of Investor Relations at Renovus Capital Partners, in Wayne, PA. Richard works as a software engineer at Athena Health, in Boston, MA. Liam is an associate scientist at Prolytix, in Colchester, VT.

When not working, Suzanne is happiest with her family, running with her dog, skiing in the mountains, or on the beach at Cape Cod. Finding time to enjoy her family and friends is always a priority.