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portrait of Susan E Wade
FINANCIAL ADVISOR

Susan E Wade

340 N 1900 W, Suite 5, Marriott-Slaterville, UT 84404opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Susan

I have found that my clients really appreciate the time that I take to understand their unique challenges, goals, dreams and financial destinations. Feeling heard and validated are my top priority with my clients. Your desires and goals, no matter how big or small, can be achieved together.

Together, let's design and implement strategies that work toward your specific financial goals. Adding value to your families and businesses is my pleasure. Let's get all the gears working together, coordinating with other professionals who include CPAs, attorneys and life insurance specialists help us get to our common goal together.

Life was not always...

Focus Areas

  • New Investors
  • Divorce Finances
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Not-for-profit Organizations
  • Military Professionals & Veterans

Work History

  • Edward JonesAugust 2023 to Current
  • Jay Carnahan State FarmFebruary 2020 to August 2023

Personal Interests

  • Health & Nutrition
  • Traveling
  • Outdoor Enthusiast
  • Home Décor
  • Sewing

Team Members

  • Marilyn Hawes
    Sr. Branch Office Administrator
  • Nicola Barnes
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 07:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(801) 334-8231

Fax

(877) 222-1258

Office Address

340 N 1900 W
Suite 5
Marriott-Slaterville, UT 84404opens in a new window

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