Susan E. Dorsey

Branch Compliance & Operations Manager, Director

Susan Dorsey is Branch Compliance and Operations Manager in the Fredericksburg, Virginia office. Her responsibilities include operational and administrative duties to support client needs as well as oversight to ensure adherence to regulations, policies, and procedures. Prior to joining Cary Street Partners, Susan was with Stewart Wealth Management of Wachovia Securities where she was Operations Manager. Before that she was Branch Manager with Legg Mason.
Susan has an Associate degree in Liberal Arts from Concordia College. She also has her Series 7, 8, 23, 63 and 65 licenses.

Experience:

  • Stewart Wealth Management of Wachovia Securities, Operations Manager
  • Legg Mason, Branch Manager

Education/Certifications:

  • Concordia College, AA, Liberal Arts
  • Series 7, 8, 23, 63 and 65 licenses