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Cfp Susan Gordon Freed
Cfp Susan Gordon Freed
Managing Director | Chevy Chase Trust
Chevy Chase, Maryland, United States
Cfp Susan Gordon Freed
Summary
Susan Gordon Freed is a seasoned financial expert with over two decades of experience in advising individuals, families, and businesses on complex financial matters. As the Managing Director at Chevy Chase Trust, she specializes in comprehensive financial planning, wealth management, and inter-generational wealth transfer strategies. Her unique approach combines technical financial acumen with an understanding of family dynamics, making her an effective advocate for her clients. Susan has held leadership roles in various financial organizations, including co-chairing investment committees and serving on multiple boards. She is recognized for her commitment to philanthropy and community service, which complements her professional endeavors. Known for her strategic thinking and personalized service, Susan has built a reputation as a top financial planner in the Washington D.C. area. Her insights into retirement and estate planning are highly sought after, and she continues to influence the field of financial advisory through her leadership and expertise.
Cfp Susan Gordon Freed
Work Experience
Managing Director at
Chevy Chase Trust
May 2014 - Present
President at
Freed Advisors
January 1990 - May 2015
President at
Freed Advisors
January 1990 - May 2014
Frequently Asked Questions about Cfp Susan Gordon Freed
What is Cfp Susan Gordon Freed email address?
Cfp Susan Gordon Freed's primary email address is ******@chevychasetrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Susan Gordon Freed work for?
Cfp Susan Gordon Freed is a Managing Director at Chevy Chase Trust, a company specializing in Monetary Authorities-Central Bank.
How can I directly contact Cfp Susan Gordon Freed?
To contact Cfp Susan Gordon Freed directly, you can use the email address ******@chevychasetrust.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Susan Gordon Freed?
Susan Gordon Freed is a seasoned financial expert with over two decades of experience in advising individuals, families, and businesses on complex financial matters. As the Managing Director at Chevy Chase Trust, she specializes in comprehensive financial planning, wealth management, and inter-generational wealth transfer strategies. Her unique approach combines technical financial acumen with an understanding of family dynamics, making her an effective advocate for her clients. Susan has held leadership roles in various financial organizations, including co-chairing investment committees and serving on multiple boards. She is recognized for her commitment to philanthropy and community service, which complements her professional endeavors. Known for her strategic thinking and personalized service, Susan has built a reputation as a top financial planner in the Washington D.C. area. Her insights into retirement and estate planning are highly sought after, and she continues to influence the field of financial advisory through her leadership and expertise.
Cfp`s contact details
******@chevychasetrust.com
Colleagues
Chief Compliance Officer
VP IT Operations Coordinator
Managing Director
Member
Vice President
Vice President, Financial Planner
President - Family Wealth
Senior Trust Officer, VP
Vice President
Senior Managing Director