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

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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 and insurance products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, an insurance agency and a registered investment advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank, N.A. Investment products may involve risk, including possible loss of principal.

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