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Suzanne LaTour
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Suzanne LaTour

CFP, CIMA, Wealth Mgt Advisor
 
Merrill Lynch

United States

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About Suzanne LaTour

 

Suzanne LaTour - Professional Summary:   

 

Suzanne LaTour serves as an award-winning San Diego-area financial advisor, business owner, and volunteer who contributes her time to numerous area organizations. Suzanne LaTour earned a CIMA certification through The Wharton School at the University of Pennsylvania and operates as a Chartered Financial Consultant who is frequently invited to speak at seminars and to local groups who express interest in her areas of expertise.

She acts as a Vice President and a Wealth Management Advisor at Merrill Lynch in San Diego. She specializes in a variety of areas, from retirement planning to managed money to estate planning. Suzanne LaTour has also earned a Certified Investment Management Analyst designation, in addition to San Diego Magazine’s Five Star Wealth Manager award. She possesses over two decades of experience in the financial services industry.

Suzanne LaTour combined her business acumen with her love of golf to open two GolfTEC franchises in the San Diego area: Rancho Bernardo and La Jolla. Ms. LaTour’s GolfTEC locations specialize in evaluating swings to facilitate individual player performance improvement. GolfTEC provides clients with customized online performance coaching and club-fitting services. The professionals at her GolfTEC locations have hundreds of hours of teaching experience.

When Suzanne LaTour is not working or focusing on her GolfTEC franchises, she supports several prominent San Diego-area organizations as a volunteer. A former board member of the San Diego Downtown YMCA and a graduate of LEAD San Diego, she volunteered with READ, a San Diego adult literacy program. In addition, she currently participates as a member of San Diego Habitat for Humanity. She has also made financial contributions to many area philanthropic organizations.

 

 

Suzanne LaTour - Organizations:   

 

Suzanne is a member of several industry organizations, including the Investment Management Consultants Association. Suzanne volunteers locally, is a member of LEAD San Diego, The San Diego Leadership Trust as well as a board member for the San Diego Women’s Foundation. She was a board member for the San Diego Downtown YMCA for several years and also served on the Advisory Committee for the San Diego Foundation’s Philanthropy Department.

 

 

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