Susan Smith

Financial Advisor with B&D Advisors and The Patriot Financial Group, supporting clients across advisory and brokerage platforms.

I am dually registered with Charles Schwab and Cetera and work from my 446 Main Street, Suite 1101 Worcester, Massachusetts office. My focus is on client relationships, investment operations, and regulatory compliance. I work closely with clients to ensure service is seamless, accurate, and aligned with each client’s goals. I’m known for working autonomously, anticipating issues before they arise, and navigating complex situations with clarity and care. Earlier in my career, I began in financial services at Merrill Lynch and later worked with LPL Financial. My background also includes service in the U.S. Army, which instilled discipline, accountability, and a strong respect for structure—qualities that continue to guide my work today.