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Susan L. Phillips

Senior Vice President

Work at Halliday:

Susan joined Halliday Financial in 2012. She works alongside Paul Grabkowski and Joseph Lemme, with Oak Ridge Wealth Strategies, a Financial Advisory team within Halliday Financial.

Susan provides comprehensive investment and wealth management solutions. She prides herself on helping clients define their goals and develop strategies for achieving them, based on their lives, families, and passions.

Background and education:

Susan began her career in the financial industry in banking, at what would become Fleet Bank/Quick & Reilly, and through acquisitions that would become Bank of America/Merrill Lynch over 30 years ago. She moved to First Niagara Investment Services in 2004. While there, Susan advanced to Vice President and was instrumental in developing and supporting their retail investment program.

She attended HVCC and has acquired various certificates through the American Institute of Banking. Additionally, Susan holds her New York State Life, Accident, and Health Insurance license, as well as her Series 7, 63, and 65 securities licenses.

Additional information:

Susan is actively involved in the community through her volunteer work, as well as serving on several area Boards. She is a sustaining member of the Junior League of Troy, where she was a past Executive Board Member.

In addition, Susan is currently an Advisory Board Member with the Sunnyside Child Development Center in Troy, and is a member of the Public Relations Committee of the Ronald McDonald House Charities of Albany.

Susan resides in Brunswick with her husband, Ed.