Susan Smith

Client Relationship Associate

Southlake - Fort Worth, Texas

Susan is deeply committed to her clients’ well-being, both personally and financially, and enjoys empowering them with the knowledge which may help them succeed. Her dedication to service and client care has made her a trusted resource for many over the years.
Susan joined EP Wealth Advisors in 2024, after 17 years in client services at Riley Private Client. Her blend of analytical expertise and strong interpersonal skills enables her to deliver an exceptional client experience, earning the trust and recognition of those she serves.
With a Master's Degree in History, Susan approaches problem-solving through thorough research and data analysis. She is passionate about educating clients, helping them deepen their understanding of their investments and financial decisions. Drawing from her teaching experience, Susan excels at breaking down complex financial concepts into clear, actionable insights.
Outside of helping clients, Susan enjoys dance, volunteering as a living historian at Fort Belknap, and exploring the craftsmanship of historic buildings. In her free time, she also enjoys sewing and quilting, finding joy in both creative expression and relaxation.