Suzannah Lee Richards

Current Employers

Employment History

• 07/2007 → Present
  New York Life Insurance Company
  Fort Lauderdale, FL
• 09/2007 → Present
  Nylife Securities Llc
  Fort Lauderdale, FL
• 09/2014 → Present
  Eagle Strategies Llc
  Sunrise, FL
• 01/2016 → 10/2018
  Richards Financial Services, Inc. D/B/A Richards Wealth Group
  Fort Lauderdale, FL
• 10/2018 → Present
  Richards Financial Services, Inc. D/B/A Ocean Wealth
  Ft Lauderdale, FL
• 04/2023 → Present
  Mahoney Financial Organization, Llc
  Fort Lauderdale, FL
• 02/2025 → Present
  M&A Executive Benefit Insurance Solutions, Llc
  Fort Lauderdale, FL

Other Businesses

[WOMEN'S ECOMMERCE ASSOCIATION INTERNATIONAL; DIRECTOR; non investment related; start date 9/2007] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 10/2010] [OPERATING UNDER THE DBA NAME OF RICHARDS FINANCIAL SERVICES, INC. D/B/A OCEAN WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; FT LAUDERDALE, FL; START DATE: 10/2018] [The Richman Family LLC; owns property.; 2332 SE 10th Court, Pompano Beach FL 33062; Start Date 07/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; file taxes and annual report] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FORT LAUDERDALE, FL ; START DATE: 04/2023] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FORT LAUDERDALE, FL ; START DATE: 02/2025]

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-01-27

Designations