Susan Musselman Norfleet

Employer firm

Heartwood Wealth Advisors, LLC CRD 300273

$1.55B regulatory AUM

Reported services (Item 5G)

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

• 01/2002 → 01/2022
  Norfleet, Musselman & Company
  N Chesterfield, VA
• 01/2022 → Present
  Heartwood Wealth Advisors
  Richmond, VA
• 01/2022 → Present
  Heartwood Tax Consultants
  Richmond, VA

Other Businesses

Heartwood Tax Consultants, 9020 Stony Point Pkwy, Suite 230, Richmond, VA 23235. Not investment related CPA firm specializing in tax preparation and consulting. President. Average 200 hours per month. During trading hours, average 80 hours per month. Financial Planning, including tax consulting, retirement and estate planning, and supervision of employees. Review of tax returns.

Designations

• Personal Financial Specialist

Other Names

• Susan Carole Musselman