Susan Lee Blount, CFP, CIMA - UBS Financial Services Inc.

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Asset allocation
• Risk management

About

Susan Lee Blount is a Certified Financial Planner (CFP®) and a Chartered Investment Management Analyst (CIMA) based in St Paul, Minnesota. She provides comprehensive financial planning and investment management services to individuals and families in the area. With a focus on helping clients achieve their financial goals, Susan offers tailored strategies for retirement planning, asset allocation, and risk management. Her expertise is aimed at those seeking to build and preserve wealth over time.

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