Susan Richards

Q: What is Susan Richards email address?

Email Susan Richards at susan.richards@ameriprise.com. This email is the most updated Susan Richards email found in 2026.

Q: How to contact Susan Richards?

To contact Susan Richards send an email to susan.richards@ameriprise.com. If you want to call Susan Richards try calling on +16126712449. (updated on November 04, 2024)

Chief Operating Officer at Wilson Wealth Advisors | Webster, Texas, United States

About Susan Richards

As the Chief Operating Officer of Wilson Wealth Advisors, Susan Richards plays a pivotal role in shaping the operational framework that underpins the firm’s commitment to delivering exceptional financial advisory services. Reporting directly to CEO David G. Wilson, MBA, CFP, CEP, APMA, Susan is instrumental in executing core processes and systems that enhance client engagement and streamline service delivery. Her expertise in retirement planning and wealth management ensures that the firm not only meets but exceeds compliance requirements while maintaining a premium client service experience.

Susan's strategic oversight encompasses managing the performance of operations and support staff, fostering a culture of excellence and accountability. By outsourcing key functions, she drives efficiency and allows the team to focus on what they do best: providing tailored financial advice that empowers clients to feel confident about their financial futures. Her skills in marketing strategy and social media marketing further amplify the firm’s outreach, ensuring that Wilson Wealth Advisors remains a trusted name in the industry.

Key projects under Susan's leadership include the development of innovative client service initiatives and employee training programs that enhance the team's capabilities. Her adeptness in public relations and event planning not only strengthens client relationships but also positions the firm as a thought leader in the financial advisory space. With a keen eye for detail and a passion for client success, Susan Richards is dedicated to advancing the mission of Wilson Wealth Advisors, ensuring that every client receives the highest level of service and expertise.

Susan Richards Work

Chief Operating Officer at Wilson Wealth Advisors in February 2019 to Present

Financial Planning Assistant at Wilson Wealth Advisors in January 2017 to January 2019

Senior Client Service Manager and Marketing Director at Ameriprise Financial Services, Inc. in January 2017 to January 2019

Susan Richards Skills

Retirement Planning

Retirement

Estate Planning

Frequently Asked Questions about Susan Richards

What is Susan Richards email address?

Email Susan Richards at [email protected]. This email is the most updated Susan Richards email found in 2026.

What is Susan Richards phone number?

Susan Richards phone number is +16126712449.

How to contact Susan Richards?

To contact Susan Richards send an email to [email protected]. If you want to call Susan Richards try calling on +16126712449. (updated on November 04, 2024)

What company does Susan Richards work for?

Susan Richards works for Wilson Wealth Advisors

What is Susan Richards's role at Wilson Wealth Advisors?

Susan Richards is Chief Operating Officer

What industry does Susan Richards work in?

Susan Richards works in the Financial Services industry.