Susan McGrath, Financial Advisor, CFP®
Susan began working with Harold Holcombe in 1998 and has consistently upheld a philosophy centered on delivering superior, personalized customer service. With decades of experience helping clients achieve their financial goals, she specializes in creating thoughtful, customized plans that support long-term success. Susan takes the time to truly understand each client’s unique needs and values, building strong relationships that allow her to offer solutions that optimize resources and inspire confidence with every step of the plan.
