Susie Brotz- Financial Advisor, Edward Jones

Home
United States
Mequon, WI
Susie Brotz- Financial Advisor, Edward Jones

Directions Website

Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. Member SIPC.

With over 20 years of experience in the financial services industry, my priority as a financial advisor is to help my clients achieve their goals and investment objectives by providing tailored solutions that meet their specific needs.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

11/02/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

10/29/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

10/28/2026

Cybersecurity Awareness Month may be ending, but protecting your financial information is important all year long. That's why I'm proud to share that Edward Jones offers eligible U.S. clients complimentary access to Carefull®, a service designed to help monitor financial activity, identify potential warning signs and provide alerts that can help detect fraud before it happens.

Reach out to get started or click this link to learn more about Carefull: https://bit.ly/4swQ17e

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/4yN4ptn

A summary of last week's market highlights and economic news.

10/26/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

10/26/2026

You have trusted, established client relationships, and we provide high-touch support and customized solutions to best serve your clients.

Learn more about Edward Jones by joining our exclusive Due Diligence Event for experienced Financial Advisors, November 4-6 at New York Marriott Marquis.

Register: https://bit.ly/4BHytto

10/22/2026

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.

10/21/2026

The legacy you leave is the sum of countless decisions carefully made over your lifetime, much like a painting that emerges one brushstroke at a time. At Edward Jones, we can help you direct your wealth to the people, causes and community that mean the most to you, strengthening Dallas-Fort Worth today and tomorrow. What legacy do you hope to leave?

Reach out to start a future-focused conversation.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4yr5GGr

10/19/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

Address

6028 W Mequon Road
Mequon, WI
53092

Website

https://www.edwardjones.com/financial-advisor/index.html

Alerts

Be the first to know and let us send you an email when Susie Brotz- Financial Advisor, Edward Jones posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.