Susan Bonner Newland

Susan Bonner Newland

Registered Representative

Phone: 301-595-2793
Fax: 301-572-5228
E-mail:


Financial and investment services* to individuals and businesses
 

I offer comprehensive investment services*, including but not limited to:

  • Retirement and Estate Planning
  • College Planning
  • Elder Care Planning
 
Services also include:
  • Rollovers*
  • IRA's*
  • Roth IRA's*
  • Roth SEP and Simple plans*
 
I can assist with banking products for individuals and small businesses through Wells Fargo Bank, N.A. Member FDIC.
 
*These services offered by Susan Bonner Newland through her affiliation with H.D. Vest Investment Services SM.

Security Licenses
States:
MD
Exams:
Series 6, 63
Education
 
BA in Accounting from Mt. Saint Mary's University, Emmittsburgh, MD
Affiliations
 
Member and Past Distinguished President of the Kiwanis Club of Prince George's County, MD
 
Past elected secretary of the Maryland Chapter of The Society of Financial Examiners (SOFE)
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck