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Suzanne M
Series 65
Pensacola, FL
Edelman Financial Engines
Suzanne Minter is a financial advisor at Edelman Financial Engines with seven years of industry experience. She holds a Series 65 designation and has worked at Edelman Financial Engines and its predecessor entities since 2010. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages large asset bases through model-based and customized portfolios and delivers both advisor-led and online offerings.
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