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Susie Goldbery

Susie Goldberg

Senior Client Associate

Susie has more than 25 years-experience in the financial services industry; starting her career at Paine Webber (now UBS) and Merrill Lynch prior to joining Wells Fargo Advisors (then Wachovia Securities) in 2004. Susie earned her Series 7 securities registration in 2011 and later joined Drowos Private Wealth in 2015 where she found her home away from home. With a smile which can be heard over the phone, Susie is dedicated to providing outstanding service in all aspects of the client relationship. Through her unparalleled caring, responsiveness and attention to detail, Susie treats clients more like members of our extended family. Susie’s willingness to learn and genuine concern for the unique needs of each client not only sets her apart, but has earned her recognition as a Platinum Council Client Associate* from 2018-2022 and a 2 year term on the CA Advisory Counsel.  In November 2023, Susie transitioned with her team and is now under Drowos Wealth Management Group of Center Street Capital Advisors.

Susie was raised in New Jersey where her father commuted to Manhattan to trade commodities specifically coffee, sugar and cocoa.  Susie started her career in New York City and now resides in Boca Raton, Florida with her husband Justin, daughter Ivy and their rescue pup, Poppy.

*The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Did you know?

Susie enjoys volunteering, live music, traveling, connecting with friends and has a true love of elephants.

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