portrait of Susie Brotz

About Susie

With over 25 years of experience in the financial services industry, I am thrilled to be part of the Edward Jones family. Working with Edward Jones is a partnership; we focus on what is in the best interest of our clients.

I am so fortunate to have the opportunity to help individuals, families and businesses reach their financial goals by understanding what is important to them. Using a holistic approach, I create a personalized strategy to help organize, grow, preserve and later transfer your wealth.

I was born and raised in Mequon, Wisconsin, graduated from University of WI Madison in 1990...

Work History

  • Edward JonesAugust 2019 to Current

Education

  • Univ of Wisconsin - MadisonBachelor of Arts

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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