Bonnie Suther, CFP, CPWA - UBS Financial Services Inc.
Why pick this one
Bonnie Suther, CFP, CPWA provides financial planning for business owners and successful individuals with CFP, CPWA, and CEPA designations.
Best for
- business owners seeking structured financial planning
- successful individuals planning across multiple life stages
- clients coordinating financial planning with CPAs or estate-planning attorneys
- business owners seeking exit planning guidance
- clients seeking wealth management in North Carolina
Specialties
- financial planning for business owners
- financial planning for successful individuals
- private wealth advisory
- exit planning
Certifications
- CERTIFIED FINANCIAL PLANNER (CFP)
- Certified Private Wealth Advisor (CPWA)
- Certified Exit Planning Advisor (CEPA)
What makes them different
- Entered the financial services industry in 1988
- Holds CFP, CPWA, and CEPA designations
- Collaborates with clients' CPAs, tax specialists, and estate-planning attorneys
- Registered in numerous states, including North Carolina, South Carolina, Virginia, New York, California, and Texas
- Senior Vice President–Wealth Management at UBS Financial Services Inc.
Distilled from this business's own website.
Contact & Location
- Address
- 380 Knollwood Street, Suite 250, Winston-Salem, NC 27103
- Phone
- 3367268688
- Website
- https://advisors.ubs.com/bonnie.suther/?utm_sou...
- bonnie.suther@ubs.com
Services
- financial planning
- wealth management
- private wealth advisory
- exit planning