Financial Planning

Sue Smith
Sue Smith
Wealth Advisor
Sue is a wealth advisor in the National Wealth Advisor Group. She has twenty years of experience providing financial planning and investment analysis to executives, business owners, high net worth individuals and families. Sue’s emphasis is on retirement planning, cash flow analysis, stock options, compensation and benefits, wealth transfer, charitable gifting, and risk management. Sue’s straight forward approach to planning assists clients in developing solutions to meet their individual needs.

Prior to joining Northern Trust, Sue was a Financial Planner at Guarantee Associates, LLC in Lansing, and an Associate Financial Planner at Ernst & Young, LLP in Chicago from 1997 to 2002. She has been a contributing editor during 2000, 2001 and 2002 for the Ernst & Young Tax Guide.

Sue earned a Bachelor’s Degree in Organizational Management from Calumet College of St. Joseph in Indiana. She received the Certified Financial Planner™ (CFP®) designation from the College of Financial Planning in Denver, Colorado and is a member of the Financial Planning Association (FPA).