Susan has worked in the investment field for more than 30 years. Her interest in financial services and working directly with clients started as a summer internship and steadily grew to a decades-long career. Susan’s financial savvy and concern for her clients helped her move from intern to assistant to partner to her current role as managing director. In her exemplary career, Susan has remained with the same firm (Ferris, Baker Watts merged with RBC in 2009) and credits her late mentor, Gail Winslow, with teaching her how to build relationships with her clients. Susan and her team at The Winslow Group tailor their work to each client’s needs and goals. From investments to retirement planning to insurance to banking needs, The Winslow Group creates investment plans that reflect their clients’ short-term needs and long-term goals. A Certified Financial Planner ® and an Accredited Estate Planner, Susan has passed the Series 7, 31, 63 and 65 exams and holds her licenses for life and health insurance. She and her team work directly with their clients’ attorneys and CPAs.
Originally from Baltimore, MD, Susan attended Roland Park Country School and is a graduate of Franklin & Marshall College. For the past several years, Susan has been named to Forbes list of Top Women Wealth Advisors in 2020, 2021, 2022 and 2023 and included in Forbes’ “Best-in-State” Top Wealth Advisors list in 2021 and 2022.
Giving back to communities remains a critical part of Susan’s personal and professional life. She mentors other women through her work on the Board of the Women’s Association of Financial Advisors (WAFA) at RBC, supporting women in their career path at RBC for over 30 years. Susan also serves on the Board for the Baltimore Women’s Giving Circle whose mission is to empower women and their families to achieve self-sufficiency through collective giving and collaboration. She personally supports the Baltimore Community Foundation (BCF), which helps donors make personalized and meaningful contributions with their charitable dollars. Part of the financial planning conversation with her clients includes a discussion about philanthropic opportunities. The Baltimore Community Foundation has included Susan in their Professional Advisor Recognition Society to honor advisors who focus on philanthropy with their clients. Outside of the office, Susan enjoys cooking, biking, traveling, and spending time with her dog on the beach in Lewes, DE.
