Weston Financial

Our Professionals

Susan K. Arnold, CFP®

Vice President & Senior Financial Counselor


Susan K. Arnold
100 William Street, Suite 200
Wellesley, MA 02481
Phone: 781-235-7055 ext. 7824
Fax: 781-235-1905
Email: sarnold@westonfinancial.net

Five Star Wealth ManagerSM 2013, 2014

 

Susan has been a Senior Financial Counselor with Weston Financial since 1993. She is a CFP® practitioner and a voting member of the firm’s Investment Committee. Susan also serves as Vice President and Portfolio Manager of New Century Portfolios. Susan works with high net worth individuals and corporate executives to develop goal oriented financial plans. She also works with her clients on corporate benefit, investment portfolio and tax strategies. She develops long term client relationships through listening and understanding her client needs and financial goals. She received a B.A. in Biology from Lake Forest College and a Masters of Science in Personal Financial Planning from Bentley University.

Form ADV Part 2B Brochure Supplement

FIVE STAR Wealth Manager
Weston Financial  |  Wellesley Office Park  |  100 William Street, Suite 200  |  Wellesley, MA 02481  |  781.235.7055
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