Relationship Manager, Wealth Advisory
Suzanne Weston is a Wealth Advisor in Glenmede’s Florida office. In this role, Ms. Weston is responsible for providing thoughtful wealth management advice, solutions for fiduciary, charitable, financial, and wealth transfer planning, and trust and account administration. She partners with investment, tax and wealth planning colleagues to understand client goals, provide tailored guidance and ensure clients’ wealth management objectives are fulfilled.
Ms. Weston has more than two decades of relationship management and trust and estate administration experience.
Prior to joining Glenmede, Ms. Weston was Senior Vice President and Head of Fiduciary Services for Chilton Trust Company. In this role, she served as a planning and wealth advisor to clients and prospects and oversaw administration of all trust and estate accounts and non fiduciary accounts. Previously, Ms. Weston served as Managing Director and Relationship Manager for Fiduciary Trust Company where she was the primary contact for client relationships and partnered with portfolio managers, trust counsel and tax professionals to provide integrated wealth management experience to clients. In addition, Ms. Weston helped Fiduciary Trust Company open and grow their Boca Raton office.
Ms. Weston received her Bachelor of Arts degree in political science with a concentration in art history from Hollins University and her Juris Doctor degree from University of South Carolina School of Law.
B.A. Hollins University
J.D. University of South Carolina