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Sue Anderson, CFP®

Sue Anderson, CFP®

Vice President,
Financial Advisor

  • Austin, TX
  • The Wheel of Time series | The Lord of the Rings
  • Virginia Woolf, George Eliot, and Charlotte Bronte
  • “Only that day dawns to which we are awake.” - Henry David Thoreau
  • Honesty, integrity, and empathy

Financial Advisors

Sue Anderson is an institutional retirement plan advisor based in Northern Virginia.

As a vice president and financial advisor at CAPTRUST, Sue is responsible for providing investment and fiduciary advisory services to retirement plan sponsors. She works with defined contribution, defined benefit, and nonqualified retirement plans, as well as endowments and foundations.

Sue has been in the retirement plan industry since 2003—specifically in participant education and plan sponsor relationship management. She has worked for Lincoln Financial Group and Transamerica. Most recently, Sue was a vice president and regional director of relationship management for Wells Fargo Institutional Retirement and Trust. In moving to an independent advisory role at CAPTRUST, she is excited to leverage her experience and knowledge to help plan sponsors provide a best-in-class retirement and financial wellness program to their employees.

Education

  • Bachelor of Science degree in biology from Boston University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Memberships

  • Founding Member and Board Secretary—Our Minds Matter
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