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Susan Degen

20 Ridgely Avenue Ste 302

Annapolis, MD





Susan Degen has been in the Financial Services industry for over 25 years.  She spent 19 years on a trading desk for a Wall Street firm and is now taking a long term financial planning focus with helping her clients prepare for retirement. Susan is Series 7 registered through LPL Financial. She also holds her Series 66 registration with LPL Financial and Stratos Wealth Partners. In addition, she is licensed in life, health and variable annuities insurance. 

As a Wealth Advisor, Susan helps advise her clients on current and future financial concerns while educating them about all their options. She strives to build long-term relationships and takes a personalized approach to managing her clients’ assets to help them work toward their financial goals. Susan was born and raised in Pittsburgh, Pennsylvania and received her BA from Mary Washington College in Fredericksburg, VA. 

She is an avid sports fan especially with her favorite team, the Pittsburgh Steelers.  Susan resides in Annapolis, Maryland with her husband, John, and their two daughters, Hannah and Madison.

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