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Susan Charlesworth

Susan Charlesworth

Financial Service Assistant

Sue joined Florian Financial Group in March 2015. As Financial Service Assistant, she provides support for client account activities including tracking of investment trades, rebalancing and preparation of monthly statements. Along with assisting Sarah in office correspondence and daily tasks, Sue also maintains our website.

Sue received her Associate Degree in Liberal Arts, Social Sciences & Humanities. In her past life, she has been an Office Manager for three local dental practices.