PROFESSIONAL PROFILE
Susan Karsch is an Vice President and Financial Advisor with 17 years of experience in the financial services industry. She joined Merrill Lynch in the Rockland, MA office in 2006.
Susan helps clients achieve their financial goals through long term financial and retirement planning. Susan works with her father, Ed Karsch, an Investment Advisor, who has 29 years of experience in the financial services industry. Ed assists clients on estate planning issues.
Our Mission is to establish long-lasting client relationships through maintaining the highest standards of quality, professionalism and integrity.
Every client has a different set of circumstances that affect their personal financial landscape. It is our goal to analyze these variables to create wealth management strategies to meet the goals and objectives of each client.
Extensive Merrill Lynch resources allow us to expand our services beyond investments by utilizing specialists in areas such as concentrated stock strategies, trust services and philanthropy. This allows me to help clients implement individual solutions to their specific financial goals.
Below are a few of the many areas where I can help.
*Analyze, monitor and select investment vehicles.
*Plan for and transition to retirement and financial independence.
*Navigate the various income strategies once retirement is achieved.
*Pass wealth to the next generation while working closely with other advisors to implement estate plans.
*Incorporate college planning as families evolve.
*Implement and service retirement plans for businesses.
Susan started building her practice in 1993, following in her father's footsteps. They now run a family practice with many multigenerational clients. Susan has a B.A. in English from Albany State University.
Susan serves as Vice President for the New England Arts for Animals, a non-profit organization dedicated to providing sevice and therapy for animals.