Susan A. Myers, CPA, CFP®, CLTC

Susan A. Myers, CPA, CFP®, CLTC - CLTC, CFP®

Financial Services Representative
Sr. Financial Planner

755 W. Big Beaver Road, Suite 600
Troy, MI 48084

Phone: (248)680-0490 ext. 188
Fax: (248)680-0890
E-mail:

  • Investment Adviser Representative of MetLife Securities, Inc., a registered investment adviser.
  • Presidents Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have excelled at attracting, developing and retaining clients by helping them meet their financial security needs.

Susan Myers is the founder of the Center for Wealth Management, an office of MetLife. She has 25 years of experience in the financial industry.
 
Susan obtained a Bachelor degree in Business Administration from Wayne State University. She began her career as an auditor with Touche Ross & Company of Detroit before assuming the position of controller with a local department store. During this time, Susan participated in the development of the Assistant Accountant Program at Oakland University and was an instructor of the program for several years.
 
Susan is a Senior Financial Planner at MetLife and focuses her practice on comprehensive financial planning. She also enjoys working with individuals through all stages of retirement.  Susan is a frequent speaker at community and corporate events.
 
Susan’s clients range from young adults ready to make their first investment decisions to entrepreneurs, successful business owners, and retirees. No matter their age, income, or the size of their portfolio, they share a common desire for unbiased investment advice and consistent guidance provided by a qualified team of experienced advisors dedicated to building, maximizing and preserving their life’s wealth.

Professional Designations

CERTIFIED FINANCIAL PLANNER™ practitioner. 1993
Certified in Long-Term Care (CLTC) designation. 2006

Professional Experience

Registered Representative of MetLife Securities, Inc.
Licensed to sell Life & Health Insurance in Michigan, Alabama, Arizona, Connecticut, Florida, Illinois, New York, Texas, Wisconsin, Colorado, Idaho and Washington
2007, 2009, 2010 & 2011 President’s Conference Qualifier
Four Time Leaders Conference Qualifier
2004 MetLife Rookie Planner of the Year
Member of the Million Dollar Round Table
 
Organizations

Member of Local Business Network
Member of Financial Planner Association
Member of INFORUM - A Professional Women's Alliance