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Susan M
CFP®, Series 66
Pembroke, ME
SPC
Susan Macfarland Helton is a CFP® professional with 29 years of industry experience, currently serving at SPC since 2004 and Parkland Securities, LLC since 2014. She holds life and health insurance appointments and participates as a trustee and vice president on the Board of Trustees at Washington Academy, where she also chairs the Equity Inclusion and Diversity Committee. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services with a structure that integrates affiliated broker-dealers and insurance agencies.
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