Serving San Francisco, East Bay, and Silicon Valley

Sue is a Financial Advisor with The Barry & Milligan Group of Merrill Lynch, a team of 8 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 CPA’s 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 a Masters in Business Administration from Columbia University, a Bachelor’s degree in Accounting from Boston College and holds a Chartered Retirement Planning Counselor,℠ (CRPC®) designation.


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