LPL Registered Sales Assistant
Susan Foley joined the investment services team at First Citizens in 2016 but has been serving clients in the industry since 2004. Susan holds the Series 6, 63 and 65 registrations through LPL Financial, is insurance licensed, and is excited to assist clients with their financial needs. Susan is new to the Whitewater area, while maintaining her residence in Janesville, WI where she is raising two children. In her spare time, she enjoys spending time outdoors, traveling, and participating in church activities. As a graduate of the University of Wisconsin – Madison she earned her Bachelor’s degree in Business Administration. Susan is excited to be part of the First Citizens Investment Services team, and to assist Aurelio Callope in providing excellent service to our clients.