Suzanne Rende

As a Senior Wealth Management Officer, Suzanne advises high-net-worth clients and their families on financial, retirement, estate and tax planning.

Experience

Suzanne Rende joined People's United Wealth Management in 2016. She brings over 15 years of experience in estate planning, financial planning and investment management to her role as Senior Wealth Management Officer. Suzanne has a holistic approach to working with her clients. Her goal is to simplify the complexities of wealth management and help each client achieve their unique financial goals.

Professional Designations

Certified Trust and Financial Advisor (CTFA)

Education

  • University of Maine, bachelor's degree
  • Cannon Financial Institute
  • The Institute of Certified Bankers

Affiliations

  • Maine Estate Planning Council
  • Kennebec Valley Chamber of Commerce
  • Augusta Boys & Girls Club
  • United Way of Kennebec Valley
  • South Portland High School Athletic Boosters.

Contact Info

207-828-3012

Required
Required
Required
Invalid emailAdd
Required

Thank you for emailing, I will be in touch with you.

Related Information


Disclaimer


Investment and Insurance Products:

  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit of or Guaranteed by a Bank or any Bank Affiliate      • May Lose Value

*Investment products are offered through People's United Advisors, Inc., a registered investment advisor. People's United Advisors, Inc. is an indirectly held, wholly-owned subsidiary of People's United Bank, N.A.

ADV Part 2A | ADV Part 2B | Privacy Policy | Legal Disclosure

 

JOIN OUR NEWSLETTER

Find Branch & ATM

Get locations, hours, directions, and available services for branches and ATMs near you.

FIND