Susan McGrath, Financial Advisor, CFP®

Susan began working with Harold Holcombe in 1998. She received her financial planner certification in 2000, and became a partner in 2002. In 2008, when Harold Holcombe decided to retire, Susan became the sole owner, carrying on the company philosophy of superior, individualized customer service.

Susan enjoys the challenge of coordinating all the different aspects of her clients’ financial lives into a cohesive plan so they can achieve their goals in an efficient and cost effective manner. She finds the personal connections she makes while helping her clients reach their goals as the most rewarding aspects of her work. Susan and her husband live in Leicester, NC with their two children.

Susan holds a Bachelor’s degree from Xavier University and a Master’s degree in Environmental Management from Duke University. Before her career in finance, some of her past positions included being an environmental scientist at the Research Triangle Institute where she was involved in consulting work for the Environmental Protection Agency (EPA). She also served as an adjunct professor at the University of North Carolina at Asheville in their environmental studies department.

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Susan Mcgrath
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