Serving San Francisco and the East Bay

Sue Mazzetti is a financial advisor with The Barry & Milligan Group of Merrill Lynch, a team of eight financial professionals who have more than 100 years of combined experience helping corporate executives, business owners, entrepreneurs, and professionals — with complex circumstances — reach their financial goals. Sue focuses primarily on professional relationship management by acting as a liaison between her clients’ other trusted advisors, namely CPAs and estate planning attorneys. Prior to joining Merrill Lynch, Sue worked for nearly 10 years as a CPA in the International Capital Markets Practice for Ernst & Young. In this role, she provided risk management assurance and advisory services to global financial institutions.

She holds an MBA from Columbia University, a Bachelor’s in Accounting from Boston College, and holds a Chartered Retirement Planning Counselorâ„  (CRPC®) designation.

https://www.linkedin.com/in/susan-mazzetti-a6085842

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