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Susan L

Series 63, Series 66

Maryland Heights, MO

Norvia Wealth Management LLC

Susan Liu is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her financial services career in 2015 and has since completed her training as a financial advisor. Susan holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Susan’s approach to financial planning focuses on helping clients navigate the complexities of their unique life priorities, which she identifies as family, finances, health, home, leisure, work, and giving. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, employee financial health, international wealth management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and women and wealth. She earned a master’s degree from Washington University in Saint Louis, a bachelor’s degree from Beijing Technology and Business University, and an additional master’s degree from the University of Hertfordshire. Susan is fluent in Chinese and English. Service to the community is important to Susan. She has served as a consultant at the Light of Christ Lutheran Chinese Mission in St. Louis and is a member of both the Asian American Chamber of Commerce and the Asian Pacific American Advocates. Her volunteer work reflects her commitment to supporting the local Chinese community and other organizations. Outside of her professional work, Susan enjoys chess, cooking, gardening, hiking, and yoga.

General retirement planning Wealth management College savings (529s, UTMA, etc.) Divorce financial planning Founder/Business Owner Immigrants Women Professionals
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