Susan
Plunkett-Barese

Arkadios Wealth Advisors

CRD#7293207
Investment Advisor
in Burke, VA

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About this Advisor

Susan Plunkett-Barese is a financial advisor based in Burke, Virginia, working with Arkadios Wealth Advisors. Susan has previously held positions at The Leukemia Lymphoma Society, The American Red Cross, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, First Financial Group, Financial Growth Partners, Guardian Life Insurance Company, Park Avenue Securities, Arkadios Capital, and Arkadios Wealth Advisors. Susan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Susan is part of Arkadios Wealth Advisors, which operates out of Burke, Virginia. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Burke, VA

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

VA Average: $3,570,121,308
Total Number of Employees

153

VA Average: 58
Total Number of Accounts

1

VA Average: 1,608
Average Account Size

$2,681,123,534

VA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Susan Plunkett-Barese Work History

2024 - Present (1 year)

Arkadios Capital

2024 - Present (1 year)

Arkadios Wealth Advisors

2022 - Present (3 years)

Guardian Life Insurance Company

2022 - 2022 (< 1 year)

First Financial Group

2022 - 2022 (< 1 year)

Financial Growth Partners

2022 - 2024 (2 years)

Park Avenue Securities

2021 - 2022 (1 year)

Northwestern Mutual Investment Services LLC

2021 - 2022 (1 year)

Northwestern Mutual Wealth Management Company

2020 - 2022 (2 years)

Northwestern Mutual Life Insurance Company

2018 - 2020 (2 years)

The Leukemia Lymphoma Society

2006 - 2018 (12 years)

The American Red Cross

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Disclosures

Please visit the SEC profile of Susan Plunkett-Barese to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arkadios Wealth Advisors

Charles Walling
Scottsdale, AZ
Alan Berger
Neptune, NJ
Michael Thompson
Hilton Head Island, SC
Matthew Pratt
Charlotte, NC
Janet Sherry
Neptune, NJ
Kira Schleicher
Atlanta, GA
Richard Berger
Neptune, NJ
Eric Sievert
Jacksonville, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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