Portfolio Manager

Susan Bourgeois

Susan Bourgeois strongly believes that a team concept must always be inclusive of clients’ changing needs. For her, that means an emphasis on effective communication and dedication to providing an outstanding client experience.

As a portfolio manager in Buckingham Strategic Wealth’s Bourbonnais office, Susan helps support the firm’s wealth advisors through client service operations, account analysis and review, portfolio analysis, rebalancing, and assisting clients with forms and records. She helps take care of all the small details that, together, add up to the peace of mind that comes with the promise of comprehensive wealth management.

Susan joined Buckingham through the firm’s 2016 merger with Solutions for Wealth Management, where she specialized in client relationship management and client service. Before coming to Solutions in 2002, she served as an executive assistant at Baker & Taylor Co. and as a legal administrative assistant at a Bourbonnais-area law firm.

Susan, who studied at Kankakee Community College, enjoys playing the electronic piano. Prior to joining the financial services industry, she spent 17 years helping operate the family farm in Kankakee, Illinois. She is married with three daughters and three grandchildren.

Contact Susan

Let's look at the big picture, together.