Susan
Plunkett-Barese
Arkadios Wealth Advisors
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About this Advisor
Susan Plunkett-Barese is a financial advisor based in Burke, Virginia, working with Arkadios Wealth Advisors. Susan has previously held positions at The Leukemia Lymphoma Society, The American Red Cross, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, First Financial Group, Financial Growth Partners, Guardian Life Insurance Company, Park Avenue Securities, Arkadios Capital, and Arkadios Wealth Advisors. Susan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Susan is part of Arkadios Wealth Advisors, which operates out of Burke, Virginia. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$2,681,123,534
153
1
$2,681,123,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Susan Plunkett-Barese Work History
Arkadios Capital
Arkadios Wealth Advisors
Guardian Life Insurance Company
Park Avenue Securities
First Financial Group
Financial Growth Partners
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Life Insurance Company
The Leukemia Lymphoma Society
The American Red Cross
Disclosures
Please visit the SEC profile of Susan Plunkett-Barese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Arkadios Wealth Advisors
Charlotte, NC
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Berwyn, PA
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Charlotte, NC
San Juan, PR
Jacksonville, FL
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