Susan Tooker
Executive Registered Client Service Associate
As an Executive Registered Client Service Associate at Seventy2 Capital, Susan Tooker is committed to providing clients with exemplary service. She believes that mindful listening, attention to detail, and follow-up are key to ensuring that clients’ needs are met to their satisfaction, and aims to be both accessible and responsive.
Prior to joining the Seventy2 Capital team, Susan gained thirty years of experience as a wealth associate at Wells Fargo Advisors and its predecessors. Exemplifying her commitment to providing the best possible service to clients, she earned her FINRA Series 7, 63, and 65 registrations. Outside the office, she enjoys qi gong, dancing, and long walks in nature.
CA Insurance License #: 0I55781. Resident State: NJ.