Suzanne Irwin | Boston, MA Financial Advisor | Adviser Investments
Suzanne Irwin
Vice President, Portfolio Executive
617.321.2200 Contact Suzanne

Suzanne Irwin

Vice President, Portfolio Executive

Background Experience

Sue joined Adviser Investments during its first year of operations in 1995. She worked as a portfolio administrator, a securities analyst and as Adviser Investments’ operations manager prior to becoming a portfolio executive in 2001. In 2021, she was honored in Boston magazine for the seventh time as a Five Star Wealth Manager. Sue is trained in issues of importance to seniors and their families. She is a member of the Portfolio Review Committee and holds a B.A. in economics from Stonehill College in Easton, MA, as well as an MBA from Iona College in New Rochelle, NY. An avid golfer and travel enthusiast, Sue lives in Charlestown, MA.


Five Star Wealth Manager (2015, 2016, 2017, 2018, 2019, 2020, 2021)

The Best Financial Advice I Ever Received

Start saving for retirement with your first job.

Call: 617-321-2200

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Charitable Giving
Estate Planning

Suzanne's Insights

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