Susan Janet Pedersen
Advisor at Merrill — Oak Brook, IL Spring Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Oak Brook, IL 60523
Merrill
Institution
Susan Pedersen is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 28 years of experience in the financial services industry. She has been with Merrill Lynch since 1991 and focuses on helping clients develop potential solutions and provide investment guidance for individuals, families, and businesses by understanding their short- and long-term financial objectives. Susan holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is a graduate of DePaul University.
Susan specializes in areas including college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, women and wealth, and retirement income. She follows a disciplined process that begins with getting to know her clients and their financial situations to craft customized financial strategies aimed at helping them pursue their goals.
Susan lives in DuPage County with her husband and two sons. She and her family are active in the community, supporting Christ Church and participating in local missions. She has committed to giving 10% of her time to help others with their financial goals without obligation or cost.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Oak Brook, IL Spring Rd
2021 Spring Rd
Oak Brook IL 60523
Advisors at this office
88
Illinois · Texas
34 years of industry experience
Bank of America, N.A.
2011 - Present • 15 years
Oak Brook, IL
Merrill
1987 - Present • 39 years
Oak Brook, IL
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Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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