We founded Fox and Bull Wealth Strategies in March of this year (2021) with the core philosophy of putting the client first. We are guided by our nearly 40 years of combined financial industry experience and our passion to help others, their families, and businesses. We While most of our business is fee based, we provide a full-service approach offering life insurance, annuities, and LTC solutions for our clients in addition to mutual fund, ETF, and stock portfolios. We start each client with a solid goals-based plan and use that to help guide our decisions.
Suzan has been a financial advisor for 10 years, spending most of her time at Merrill Lynch. As an experienced portfolio manager, she provides traditional advice and guidance. She helps clients pursue their objectives by building and managing custom strategies using a combination of fundamentals and technical analysis. In addition to working with individuals, Suzan helps companies with their retirement plans. She carries the C(k)P® and CPFA designations.
I have been in the industry for 28 years, primarily as a mutual fund and/or annuity wholesaler representing American Funds, Federated, Pacific Life, and Thornburg. As much as I enjoyed helping advisors grow their business, build better portfolios, and provide unique retirement income strategies, I decided I wanted to take that knowledge directly to investors. However, since I don’t have clients of my own (other than those where I’m partnered with Suzan), I’m looking to acquire a good book or two from advisors that are looking to retire. I carry the CPWA®, CIMA®, and CRC® designations.