Sue Banville, Financial Advisor

Focus Areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Sue

Throughout my life, helping others has always been important to me. And, as a mom to two sons and a daughter to aging parents, I believe my experiences enhance my ability to help clients through many life events – from buying a home and providing college education for children, to navigating illness, long-term care needs and estate considerations.

Most of my clients are actively planning for retirement or living in retirement, and many have needed financial guidance through life transitions such as job changes, divorce or loss of a spouse. While each have their own goals, all share a desire to...

Work History

  • Edward JonesMay 1999 to Current

Education

  • Williams CollegeCertificate
  • Middlebury CollegeBachelors

Personal Interests

  • Active Lifestyle
  • Traveling
  • Hiking
  • Skiing
  • Gardening

Team Members

  • Courtney Deraleau
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

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