Susan A. Sylvest
Susan A. Sylvest has more than 25 years' experience in wealth management specializing in assisting women, corporate executives, and working professionals. Her experience includes asset allocation and investment advising for high net worth individuals through private client portfolios, as well as with two leading private banks, Frost Bank and Trust and Northern Trust Bank. She holds a degree in economics from Indiana University; has earned the Accredited Investment Fiduciary™ (AIF®) designation; she currently holds a FINRA series 65; as well a Texas Life and Health Insurance License. In addition, she has completed all course work for the Certified Financial Planner designation.
After relocating to Dallas from Boise, Idaho, Susan began in the Dallas office of Merrill Lynch as a financial advisor. She also has served as Senior Investment Consultant with Banc One Investment Advisors and as Vice President of Investments and Sales Management for Fisher Investments, Inc. Before joining Murphy & Sylvest in early 2007, Susan was Senior Vice President of Client Services with a private wealth advisory firm, specializing in institutional asset allocation analysis for individuals of affluence as well as for families, corporations, and institutions.
She is the mother of four daughters and five stepchildren, and is active in community organizations where she shares her time as well as financial expertise. She has served on the Financial Committee of Dallas Women's Foundation, Board of Directors for the Dallas Children's Theater, Senior Source, TACA and Junior Players.