Susan M. Smith
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SUSAN M. SMITH
Susan M. Smith (Sue), is an Investment Coordinator at Legend Financial Advisors, Inc.® (Legend). As an Investment Coordinator, Sue’s primary responsibilities include opening accounts and preparing client paperwork, coordinating client cash needs and assisting in training and development of staff members. Sue coordinates annual IRA Contributions and Required Minimum Distributions for clients. Sue assists clients with navigating eMoney’s Website. She also assists with the firm’s Quarterly Valuation process. Sue is a Member of the firm’s Finance Team and Investment Committee.
Sue attended Bradford Business School. She resides in Shaler Township.
