As an owner of the firm, Susan Wilson has always been integral to guiding the vision and mission of 323 Wealth Management. More recently, she has stepped forward to take on expanded operational roles, serving first as our Client Experience Manager and now as Compliance Director, overseeing our firm's internal controls and compliance protocols while championing the client-centered approach that defines our culture.
With more than a decade of operational leadership in highly regulated environments, Susan brings deep expertise in process management, regulatory oversight, and operational excellence. Her background in senior director roles managing large-scale logistics and strict federal compliance translates directly to strengthening our compliance framework. Committed to ensuring 323 Wealth Management operates with integrity, efficiency, and the highest standards of client service, Susan continues to guide the firm toward its mission.