Susan McAvoy

With a passion for building meaningful relationships and delivering exceptional client experiences, Susan brings a strong background to her role as a Client Service Associate at Edwards Asset management. She is dedicated to support clients with care, integrity and attention to detail; ensuring they feel confident and well informed every step of the way.

Sue’s career spans over a decade in client focused roles across industries. Before joining our practice, she spent 2.5 years at Wells Fargo Advisors, where she thrived in helping clients navigate their financial journeys. Earlier in her career, she served with the NYS Cancer Services Program at St. Peters hospital for nine years, and also held roles in financial services sector and newspaper industry in Sales and Marketing, bringing together a unique blend of empathy, communication, and service excellence.

Outside of the office, Sue find joy near the beach, she treasures time with family and friends, loves discovering and sharing flavorful recipes, and is an avid reader. Her most recent favorite read is The secret keeper of Jaipur, by Alka Joshi.