Susan Naylor

Advisor at Merrill

Updated today

Location

Jonesboro, AR 72401

Credentials

Series 63, Series 65

Industry experience

25 years

About

Susan Naylor is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in personalized wealth management strategies, leveraging Merrill’s extensive investment insights and Bank of America’s banking and lending solutions to help clients pursue their long-term financial goals. Her areas of expertise include college education planning, family wealth management strategies, retirement planning, philanthropic planning, and wealth management for women.

Susan holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned both her bachelor's and master's degrees from Arkansas State University and completed her high school education at McClellan High School in Little Rock, AR.

In addition to her professional work, Susan is involved in community activities and volunteers with organizations such as Altrusa International of Jonesboro. She is also associated with the Arkansas State University Women's Leadership Center. Outside of work, she enjoys painting, spending time with her family, and watching movies.

Client services

Based on Merrill

Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d

Expertise

Wealth management Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Occupation focus

Based on Merrill

Executive Founder/Business Owner

Demographic focus

Women Professionals Women's Finance Parents

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Fee options

Percentage

$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)

Other

Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated

Location

2000 Browns Lane Access Rd

Jonesboro, AR 72401

Most active in

Arkansas · Texas

Work history

Bank Of America,Na

2009 - Present (17 years)

Merrill

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Carrie Q

Series 63, Series 65, Series 66

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Carrie Quraishi is the principal of Quraishi Wealth Management in Jonesboro, Arkansas, with 11 years of experience in financial advising. She holds Series 63, 65, and 66 licenses and has previously worked at Sofos Investments, Inc. and Pollock Advisory Group, Inc. In addition to her financial advisory role, she is a practicing lawyer and owner of Quraishi Law Firm PLLC, where she provides legal services part-time. Quraishi Wealth Management offers discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $55.4 million in assets across about 88 client relationships. The firm employs sub-advisors and model portfolios, conducts regular account reviews and rebalancing, and utilizes third-party platforms to oversee external accounts without taking custody.

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Retirement income strategy Medicare planning General estate planning guidance
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Jonesboro, AR

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