Suzanne Moffatt, AIF®, CRSP, holds the position of SVP, Senior Wealth Manager. She joined the organization in 2024 and works in our Portland, Maine, office.
Suzanne holds a Bachelor’s degree in Business Administration and an MBA from Husson University. She is a Cannon school graduate with designations as a Certified Retirement Services Professional and Accredited Fiduciary Investment Manager.
Suzanne has 40 years of experience in the financial services industry. Most recently, she served as a Senior Vice President - Senior Relationship Manager with Bangor Savings Banks Wealth Management Group for 18 years. Prior to her time at Bangor Savings Bank, Suzanne spent several years at Merrill Bank and more than 15 years with Fleet Bank.
In her current role, Suzanne provides individuals with the necessary tools to achieve their retirement and estate planning goals. She works with companies as they strive for the very best retirement plans for their employees. Suzanne also has extensive experience providing wealth management services tailored to the needs of nonprofit organizations so that they may focus more of their time on their chosen mission.
Suzanne is currently the Treasurer for her local Lions Club. She enjoys volunteering in her community and donating time and effort to local non-profit groups.