Suzanne Snavely

Suzanne Snavely is a financial services professional based in Dallas, Texas, with extensive experience in the industry. She currently works as a Senior Relationship Manager at Merrill Lynch, a position she has held since May 2018.2

With nearly 25 years of experience in various roles within the financial services sector, Suzanne has developed a comprehensive understanding of the field. Her current role at Merrill Lynch involves providing financial advice and wealth management services to clients.

Suzanne holds several professional certifications, including:

• Certified Financial Planner (CFP®)
• Chartered Retirement Planning Counselor (CRPC™)1

These certifications demonstrate her expertise in financial planning and retirement strategies.

At Merrill Lynch, Suzanne is part of the McBride & Associates team, which focuses on providing personalized wealth management services to clients. Their approach emphasizes understanding clients' unique concerns, priorities, risk tolerance, and goals to develop customized financial strategies.1

Suzanne is registered as an investment adviser with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, operating from their office at 5910 N CENTRAL EXPY, DALLAS, TX 75206.3 This registration indicates her compliance with regulatory requirements for providing financial advice.

Prior to joining Merrill Lynch, Suzanne worked at Wells Fargo Advisors LLC, further contributing to her extensive experience in the financial services [industry.24]