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Susan Wolf

AFIM

Susan Wolf serves as Senior Vice President, Senior Investment Officer for Nation Choice Reserve Advisors (FCA). She has over thirty years of experience managing investment portfolios for individuals, trusts retirement accounts, charitable foundations and municipalities.

Before joining FCA through a merger with Delaware County Bank, Susan served as the Senior Investment Officer for the Delaware County Bank and Trust Company (DCB) managing an investment portfolio of over $340 million. She is responsible for management of the Central Ohio region and is a member of the Investment Team that directs the investment strategy for the Wealth Management Division.

Susan graduated from Wright State University with a Bachelor’s of Science in Business. She holds a Series 7 securities license and maintains an Accredited Fiduciary Investment Manager designation, demonstrating an in depth knowledge and competency in fiduciary studies.

Susan has held many leadership roles in the Central Ohio and Delaware County community. She currently is a member or has served on the following committees:  Worthington Estate Planning Council, Delaware County Community Foundation Advisory Committee, Delaware County Foundation Scholarship Committee and Columbus Foundation Advisory Committee, SourcePoint Board of Directors, and St. Mary Delaware School Board President.

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.

Infinex and Nation Choice Reserve Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Not Guaranteed by the Bank. Note FDIC Insured. NOT A Deposit. Not Insured by a Federal Government Agency. May Lose Value including Loss of Principal.

 

Susan Wolf
Senior Investment Officer
Central OH
740-657-7814
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