Susan Vignolo Conley

Employer firm

Westwood Wealth Management CRD 132162

$750M regulatory AUM 35 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → 08/2022
  Cibc Private Wealth Management
  Dallas, TX
• 07/2024 → Present
  Westwood Weath Management
  Dallas, TX
• 09/2022 → 06/2024
  Baker Tilly
  Frisco, TX

Previous Registrations

• 2004-05-25 → 2004-11-03
  Atlantic Trust Advisors, Inc.
  Austin, TX
• 1999-06-30 → 2003-02-04
  Morgan Stanley & Co. Llc
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-14
• S66 Uniform Combined State Law Examination
  1998-11-16

Other Names

• Susan Margaret Vignolo
• Suzy Conley