Membership Directory - Individual
Susie Bewell
Chartered Wealth Manager and Branch Principal at Raymond James, Hitchin
About
Bio: I launched the Raymond James Hitchin branch in 2002 with my father Robert.
As our business grew, I had the opportunity to train and mentor which enabled me to support a female colleague to become a Wealth Manager and then join me as joint branch principal when Robert retired in 2016. In what can be perceived as an elitist environment, we are proud to offer a fresh approach. Keep it simple, jargon free and open to all.
An enthusiastic networker, I have a high profile within business networks like BNI and Women in Business, actively promoting others to succeed. Away from work, I live in Hitchin with my partner, Jen, and am a keen fan of all sports, enjoy the challenges of keeping fit and, of course, looking after our cats!
As our business grew, I had the opportunity to train and mentor which enabled me to support a female colleague to become a Wealth Manager and then join me as joint branch principal when Robert retired in 2016. In what can be perceived as an elitist environment, we are proud to offer a fresh approach. Keep it simple, jargon free and open to all.
An enthusiastic networker, I have a high profile within business networks like BNI and Women in Business, actively promoting others to succeed. Away from work, I live in Hitchin with my partner, Jen, and am a keen fan of all sports, enjoy the challenges of keeping fit and, of course, looking after our cats!
At a branch level, as a small local employer we have championed opportunities for all to be able to work within the industry.
I have also strived to be a leader across the wider RJ community and across the industry. Within RJ, our branch has been recognised as leaders of diversity in the business. We have been promoted both nationally and globally and as a key part of the RJ Women Wealth Manager Network in the UK, established to support existing women within the business and to promote more to join our industry.
I have been invited to sit on the Raymond James global Pride Financial Advisers Network and will aim to continue to drive diversity of opportunity and build a business that nurtures clients and reflects the society we want to part of.
I believe that through visibility we can bring change. I am proud of the inclusive business that I am part of and the opportunities for all it brings.
Advice is for everyone.
Project 1000