Susan A Wilson

Current Employers

Employment History

• 07/1982 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 06/2011 → Present
  Bank Of America,N.A.
  Burlington, MA

Other Businesses

I*: 2159300Entity Type: Rental Property Name of OBA: Rental Property 1Address: Boston, MA 02110Investment Related: NoPosition, Title, Association: Co-owner with other family membersEmployee Start Date: 01/01/2025Number of Hours: 0Number of Hours during trading: 0Duties: Co-owner with other family members of Rental property.I*: 2427305Entity Type: CharitableName of OBA: Cape Cod RowingAddress: Centerville, MA 02632Investment Related: NoPosition, Title, Association: Board member Employee Start Date: 4/29/2025Number of Hours: 10 hrs annuallyNumber of Hours during trading: 0Duties: I will not be using my financial planning designation for this activity. I am a member of board for this nonprofit. I am a member at large and offered to help out with the fund raising committee which is in need of additional money to help maintain boats and equipment above and beyond the annual dues. I will not be handling any money for CCR I*4680306 Entity Type: N/A Name of OBA: MLPF& S CUST FPO A G W RRA FBO A G W Address: Centerville, Massachusetts, 02632 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/09/2026 Number of Hours: 0, Yearly Number of Hours during trading: 0, Yearly Duties: Spouse

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-09-09
• S63 Uniform Securities Agent State Law Examination
  1982-10-19

Other Names

• Susan Levesque Wilson
• Susan Ann Levesque
• Susan (Levesque) Wilson