Susan M. Smith

Susan M. Smith (Sue), is an Investment Coordinator at Legend Financial Advisors, Inc.^® (Legend). As an Investment Coordinator, Sue’s primary responsibilities include opening accounts and preparing client paperwork, coordinating client cash needs and assisting in training and development of staff members. Sue coordinates annual IRA Contributions and Required Minimum Distributions for clients. Sue assists clients with navigating eMoney’s Website. Sue serves as Legend’s liaison addressing client inquiries with the firm’s custodian, Charles Schwab. She also assists with the firm’s Quarterly Valuation process. Sue is a Member of the firm’s Finance Team and Investment Committee. 

Sue excels at providing dedicated client service, ensuring that every question is addressed with clarity and care. Sue is also a Notary Public.

Sue attended Bradford Business School. She resides in Shaler Township.