2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
- With CAPTRUST Since 2022
- 910.791.1437
-
5535 Currituck Drive #110
Wilmington, NC 28403
Susan S. Willett, CFP®, CTFA
Vice President,
Financial Advisor
- Delco, NC
- Arsenic and Old Lace
- Elijah from the Bible, Teddy Roosevelt, and Mae West
- Live what you believe.
- Honesty, loyalty, and humor
Financial Advisors
Susan Willett is a wealth management financial advisor based in Wilmington, NC.
Susan joined CAPTRUST in 2022 and serves as a vice president and financial advisor. She has been in the industry since 1995 and supports individuals, families, and organizations in reaching their financial goals.
Susan holds a Bachelor of Science in business administration and a Master of Business Administration from Campbell University.
Outside of work, Susan enjoys spending time with family, staying involved at her church, watching Atlanta Braves baseball, and playing with her rescue pets.
Education
- Bachelor of Science in business administration and a Master of Business Administration from Campbell University
Industry Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Trust and Financial Advisor (CTFA)
Memberships
- Board member, New Hanover County Domestic Violence Shelter and Services
- Member, New Hanover County Estate Planning Council
News & Resources
Wealth Management
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
