How We Work
How long have you been in this business? What are your qualifications?
(Susan Cevette) I have been a Financial Consultant since 2003 and hold an MBA from the University of St Thomas Opus College of Business. Over 15 years in the industry has provided the foundation for me to develop a vast and comprehensive base of knowledge. This compliments an intuitive sense of how money and markets interact with my clients lives.
Why did you choose to be a Financial Advisor?
I have a sense of purpose every day. I know the work I do has great impact for my clients as well as the people and causes they care about. I Iove my work and for that I am grateful.
Why would someone choose to work with you?
Personal service is what sets us apart. We listen and understand you and what you want to accomplish with your life. We help you discern and choose the more suitable steps to pursuing your goals. We have done our job when you have more confidence in your investments and your financial plan.
Are you a fiduciary, and what exactly does that mean?
Yes, this means that when providing a recommendation I am required to act in your best interest. We put our clients’ needs ahead of our own.
How do you define success?
At WatersEdge success is not a number. Success is tied to our client’s well-being. We work in partnership with our clients through all the changes life brings. There is no greater feeling than when a client calls to thank us for making a difference in their lives.
Meet Our Team Members