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Cfp Susan Gordon Freed

Cfp Susan Gordon Freed

Managing Director | Chevy Chase Trust

Chevy Chase, Maryland, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Cfp Susan Gordon Freed

Work Experience

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Managing Director at

Chevy Chase Trust

May 2014 - Present

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President at

Freed Advisors

January 1990 - May 2015

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President at

Freed Advisors

January 1990 - May 2014

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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

mail

******@chevychasetrust.com

Colleagues

Paul Duncan

Chief Compliance Officer

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Svetlana Novikova

VP IT Operations Coordinator

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Al Bhatt

Managing Director

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Kristen Barstow

Vice President

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Kristi Bledsoe Henry

Vice President, Financial Planner

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Larry Fisher

President - Family Wealth

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Missy Mercurio Ctfa

Senior Trust Officer, VP

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Cfp Leah Byrne

Vice President

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Leslie Smith

Senior Managing Director

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