finacial advisor with security financial management
Suzanne Breitwieser has been a Financial Advisor for the last 16 years and has been with Security Financial Management since 2009. My many years of experience in the financial industry have given me the building blocks and knowledge that I need to serve my clients. I understand having someone you can trust, who understands goals, and listens to you is critical when it comes to building your financial future. These are key elements, as you navigate through stages of wealth accumulation, retirement and leaving a legacy to the next generation.
Suzanne is a graduate of Florida Atlantic University (FAU) with a degree in Psychology. She also holds a Real Estate Brokerage License and holds a Wealth Management Specialist (WMS) Designation from Kaplan College. Suzanne holds her security licenses 7, 63 and 66 along with her Life and Variable Annuity License.
On a personal note Suzanne is married and has a grown daughter and a step-son. Away from the office she spends time with her family, and enjoys her long morning walks at the beach, gardening and has a passion for sailing!
Suzanne is involved with the community through the Winter Park Chamber of Commerce and sits on the Executive Women’s Counsel, a supporter of the National Alliance for Mental Illness (NAMI), is part of the Feed the Need event for the Christian Service Center and Habitat for Humanity 25 Women Strong.