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Susie Kowalsky

Senior Client Liaison, CFP®

Susan Kowalsky is an Investment Advisor Representative and acting Senior Client Liaison at Coastal Bridge Advisors with over 30 years’ experience in the financial services industry. Susie is responsible for overseeing the new client on-boarding process.

Susie began her Wall Street career in 1983 as a registered sales assistant at Shearson Lehman Brothers. She completed her Certified Financial Planning CFP® certification in 1992 and is a Series 66 licensed professional.

Prior to Coastal Bridge Advisors, Susie was a planning associate for Greenwich Advisory Associates, Inc., an investment advisory unit of Shearson. Susie joined Merrill Lynch in 1993 as a Senior Client Associate and was part of the original breakaway team that formed Coastal Bridge Advisors in 2008.

Susie lives in Westport with her husband Daryle and their two children. In her spare time Susie enjoys skiing, traveling and spending time with her family, friends and beloved dog.