Assunta (Susie) McLane, CFP^®

Designations and licenses

Susie is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Susie provides clients with comprehensive wealth management services to help them achieve their goals.

Prior to joining Mariner, Susie was a managing director and senior wealth advisor at Summit Place Financial Advisors, providing comprehensive solutions and oversight to multi-generational families and overseeing the firm’s client service offerings. Before that, she was a relationship manager officer at Glenmede Trust, working with high-net-worth and next-generation clients going through major life transitions. She also served as a senior tax accountant at Deloitte Tax, leading complex tax planning and preparation for high-net-worth individuals, businesses and corporations.

Susie earned a bachelor’s degree in accounting and finance from Fairleigh Dickinson University and an MBA with a concentration in finance from Centenary University.

Personal interests

Away from the office, Susie enjoys spending time outdoors with her husband and three kids, trying new cuisines and cheering on her kids at their sporting events. She is also a volunteer and committee member of the Tri-County Scholarship Fund.

Susie’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.