Suzanne K. Serway
As Director of Client Engagement for Washington Wealth Advisors, Suzanne collaborates with managing partners to develop a wide range of client engagement initiatives for the firm. She is responsible for creating opportunities – such as Educational Series, Kids Camps, and Giving Back Events – that enhance overall customer experience, build greater brand awareness and support the dynamic growth of the practice.
An accomplished business and account management executive motivated by the customer experience, she is passionate about building value into relationships - achieved through delivering superb service, persevering through obstacles and connecting with clients to establish long-term meaningful relationships. Tenacity, empathy and focus on the details distinguish her and have built her a solid reputation for achieving results. “I am thrilled to be a part of the Washington Wealth Advisors team. It is invigorating to work with a group of people whose passionate focus is to nurture long-term, loyal relationships with their clients and to provide high value financial planning and investment strategies. This offers our clients peace of mind in the financial aspect of their lives.”
Starting in New York City, Suzanne’s career has been split between both coasts, where she has held Executive-Level Sales & Marketing and Customer Care positions. Her focus on strategy, execution and relationships coupled with her diverse experiences both in the marketplace and in operations have benefitted mid-sized and Fortune 500 companies. Most recently, Suzanne assumed the role of Business Manager for a local fine art professional where her focus increased exposure and established a loyal patron following. She is a graduate of Indiana University in Bloomington, IN earning a Bachelor of Science degree in Finance from the IU School of Business.
Suzanne lives in Leesburg, Virginia with her husband and two children. They enjoy exploring local towns during family day trips, hanging out with good food and friends and always cheering on the Washington Capitals.