Susan Marie Wanamaker

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

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

• 01/2015 → 10/2016
  Morgan Stanley Private Bank, National Association
  New York, NY
• 04/2013 → 10/2016
  Morgan Stanley Smith Barney Llc
  Cleveland, OH
• 10/2016 → 09/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
• 10/2018 → 09/2019
  Fidelity Brokerage Services Llc
  Woodmere Village, OH
• 01/2019 → 09/2019
  Fidelity Personal & Workplace Advisors
  Woodmere Village, OH
• 12/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 12/2019 → 07/2020
  Equitable Advisors, Llc
  New York, NY
• 07/2020 → Present
  Lincoln Investment Planning, Llc
  Fort Washington, PA
• 07/2020 → Present
  Capital Analysts, Llc
  Fort Washington, PA
• 11/2023 → Present
  Beacon Financial Advisory Llc
  Cleveland, OH
• 08/2020 → Present
  Beacon Financial Partners
  Beachwood, OH
• 12/2019 → 07/2020
  Equitable Advisors
  Cleveland, OH
• 10/2018 → 09/2019
  Fidelity Brokerage
  Cleveland, OH

Previous Registrations

• 2019-12-20 → 2020-07-30
  Equitable Advisors, Llc
  Independence, OH
• 2019-01-31 → 2019-09-20
  Fidelity Personal And Workplace Advisors
  Woodmere Village, OH
• 2016-12-14 → 2018-09-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cleveland, OH
  Chagrin Falls, OH
• 2013-07-29 → 2016-10-31
  Morgan Stanley
  Pepper Pike, OH
  Cleveland, OH

Other Businesses

BEACON FINANCIAL PARTNERS POSITION: Financial Advisor, W2 Employee NATURE: Financial Planning and Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/03/2020 ADDRESS: 25825 Science Park Drive, #110, Cleveland OH 44122, United States DESCRIPTION: Reviews client prep HEARTS AND HANDS OF CASA POSITION: board member NATURE: Board to support CASA volunteers (Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: P.O. Box 302, Novelty OH 44072, United States DESCRIPTION: To contribute to decisions regarding the best way to support CASA (Court Appointed Special Advocates) volunteers who help foster children through the court system. We also decide on the distribution of funds to children who need basic items such as backpacks, bedding and clothing. Beachwood Chamber of Commerce Position: Board Member Nature: Local Chamber of Commerce Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 8/20/2025 Address: 23355 Mercantile Road Beachwood, Ohio 44122 Description: contribute to discussions regarding board activities and attend board events

Exams

• S66 Uniform Combined State Law Examination
  2013-07-26
• S63 Uniform Securities Agent State Law Examination
  1985-09-25

Designations

• Certified Financial Planner

Other Names

• Susan M Stover
• Susan Marie Stover