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Suzanne F. House
Suzanne F. House, CRPC®
Financial Advisor
640 North Main Street
Hendersonville, NC 28792
tel: 828-693-1910
toll free: 800-531-0649
fax: 828-698-5259
Email Me
Investment Center at Macon Bank
Welcome Associations Education Experience Services
Welcome

I seek to understand my clients broadly and deeply enough to find the opportunities that add value not only to their financial objectives, but also to their life aspirations. I determine what’s really important and develop actionable, flexible strategies to help them meet their financial needs. I also design socially responsible investing portfolios for those who want to truly align their values with their investments, while also helping to deliver the financial returns that they desire.
Associations
  • Kiwanis Club of Hendersonville
    Hendersonville, NC
  • Henderson County Chamber of Commerce
    Small Business Committee
    Hendersonville, NC
  • Pardee Foundation
    Women Helping Women
    Hendersonville, NC
Education and Licensing
  • BS Westbrook College, Portland, ME
  • CHARTERED RETIREMENT PLANNING COUNSELORSMsm
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • North Carolina State Insurance Licensed
Business Experience
  • 2008 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    CHARTERED RETIREMENT PLANNING COUNSELORSMsm
    Hendersonville, NC
  • 2005 - 2008: Merrill Lynch
    Financial Advisor
    Hendersonville, NC
  • 1994 - 2004: Key Bank / McDonald Financial Group
    Financial Advisor
    Portland, ME
Services
  • Asset Management
  • Estate Planning
  • Wealth Management
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Qualified Plans
  • Retirement Planning
  • 529 Plans
  • Municipal Bonds
  • Long Term Care Insurance
  • Business Planning
  • Cash Management
Bulletin Board
  • A change in employers can be an ideal time to decide what you want to do with your accumulated retirement funds. Whether it’s rolling over to an IRA or leaving the funds in your former employer’s 401(k) plan, we can help you make informed decisions. We know your wealth needs to work hard for you.
  • For information about upcoming seminars and events that may be of interest to you or someone you know, see Seminars and Events listed on the right-hand side of this web page.
  • See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
Suzanne F. House is licensed in the following state(s): AL, FL, IL, MI, NC, SC, TN
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

On the Markets (pdf)

Portfolio Strategist - A Weekly Guide for Investors (pdf)

Roth IRA Conversion Opportunity - A New Retirement Plan Strategy Beginning in 2010 (pdf)
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