Suzanne Marie Fitzgerald

Employer firm

Solutions 4 Wealth CRD 143248

$189M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 12/2015 → 02/2019
  Exencial Wealth Advisors
  Frisco, TX
• 04/2019 → Present
  Solutions 4 Wealth, Ltd.
  Plano, TX
• 04/2019 → Present
  Fitzgerald Wealth Strategies
  Southlake, TX
• 04/2019 → Present
  Advanced Planning, Inc.
  Southlake, TX

Previous Registrations

• 2015-12-23 → 2019-02-19
  Exencial Wealth Advisors
  Plano, TX
  Oklahoma City, OK
  Frisco, TX
• 2010-04-27 → 2016-01-13
  Eagle Strategies Llc
  Dallas, TX
  Drexel Hill, PA
  Wilmington, DE
• 2001-03-30 → 2007-01-17
  Goldman Sachs Wealth Services, L.P.
  Dallas, TX

Other Businesses

PARKLAND HOSPITAL FOUNDATION PLANNED GIVING COUNCIL; THIS IS A NON-PROFIT BOARD OF ATTORNEY'S, FINANCIAL ADVISORS, CPA'S AND OTHER PROFESSIONALS THAT WORK TOGETHER TO HELP PROMOTE THE WELFARE OF PARKLAND HOSPITAL THROUGH THEIR FOUNDATION.; 2777 N. STEMMONS FREEWAY, SUITE 1700, DALLAS, TEXAS; START DATE 09/2014; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [PLYMOUTH STATE UNIV; PLYMOUTH,NH 03264; BOARD MEMBER; NO COMPENSATION] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5920 EAST UNIVERSITY BLVD. #1208, DALLAS, TEXAS 75206; START DATE 10/2014; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 30 HOURS PER MONTH; 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS] Fitzgerald Wealth Strategies ADVANCED PLANNING, LLC; INVESTMENT RELATED; SOUTHLAKE, TX; INSURANCE & ANNUITIES; INSURANCE AGENT; START DATE 04/2019; 40 HOURS PER MONTH; 20 HOURS DURING SECURITIES TRADING; MANAGING LEADS, ANALYZING CLIENT NEEDS AND RESEARCHING INSURANCE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-12-11
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Other Names

• Suzy Dunson
• Suzy Dunson
• Suzanne Fitzgerald Dunson
• Suzanne Fitzgerald Dunson