Susan Sylvest has more than 25 years’ experience in wealth management specializing in assisting women, corporate executives and working professionals. Her experience includes asset allocation and investment advising for high net worth individuals through private client portfolios, as well as with two leading private banks, Frost Bank and Trust and Northern Trust Bank. After relocating to Dallas from Boise, Idaho, Susan began in the Dallas office of Merrill Lynch as a financial advisor. She also has served as senior investment consultant with Banc One Investment Advisors and as vice president of investments and sales management for Fisher Investments,