Susan N. Big
MS, MBA, Independent Investment Advisor
Susan Big has been an Investment Advisor Representative and registered representative since 1999. She joined Royal Alliance Associates in 2007 after seven years as a financial advisor at Merrill Lynch and Smith Barney, securing company designations in financial and retirement planning.
Over her 30 years in business, Susan learned that relationships are built on mutual trust and respect. Using a consultative approach, honed over years as a financial advisor and management consultant for corporations like Mercedes-Benz and Subaru, she developed a client-focused practice that first assesses needs, goals, expectations, and investment experience before making recommendations. Once client and advisor decide to work together, the strategy is reviewed annually and revised based on changes in needs, risk tolerance, wealth accumulation, work, and family or estate issues. Clients select from a variety of investment and financial planning options ranging from fee-only to fee-based services.
Susan holds securities Series 7, 66, and 31 licenses in addition to Life and Health Insurance licenses. She is also a member of the Investment Committee at Flagship.
Susan earned her BA and MS degrees from the State University of New York, an MBA from Simmons University School of Management, and certificates in Hispanic Studies from universities in Spain and Mexico. She is fluent in Spanish. She is also a member of the John Simmons Society.
Susan is a Rotary International Paul Harris Fellow who collaborated with Rotary Club of Andover in the development of anti-bullying programs.