Susan McCormick | CEO & Founder
Susan McCormick is the CEO & Founder of Fingerlakes Wealth Management. She has been assisting clients for over 15 years and focuses on Wealth Management Strategies, Financial Plans and Tax Efficient investing. Before Ms. McCormick founded Fingerlakes Wealth Management, she was with Edward Jones from 1998-2006, was twice offered Limited Partnership, as well as opened and managed two branch offices. In 2006 Susan joined Merrill Lynch as an Assistant Vice President and Senior Financial Advisor continuing to provide Wealth Management Strategies.
Susan has B.A. and M.A. degrees in Education, and is the past President of the Tompkins Estate Planning Council of Tompkins County and past member on the Tompkins County Chamber of Commerce board of directors. Susan holds a CRPC, Chartered Retirement Planning Counselor; an AAMS, Accredited Asset Management Specialist designation; and a CLTC, Certified Long Term Care Specialist designation. Susan holds licenses in the following areas, Series 7, 63, 66, and 31.
Susan and her husband Charles, a Professor at Cornell University, raised their two children in the area, enjoy golfing, motorcycling, family activities, gardening, and entertaining.