In 2010, Susan founded M Capital Wealth Management, a Registered Investment Advisory firm focusing on closely held businesses, trusts, endowments, and high net worth individuals. She earned her Bachelor of Arts degree in Economics from George Washington University in 1974 and began her career in private placement, working with select accredited investors.
In 1990 Susan joined MML Investors Services, Inc., becoming their top equity producer. In 1996, she joined Princor Financial Services, helping to create and implement their executive compensation plans throughout the Southeast. In 2000, Susan joined Edward Jones as an Investment Advisor, where she won numerous awards for business excellence, profitability and growth, and was selected by her peers as the advisor whose business practices they most admired. While at Edward Jones, she became a Limited Partner in the firm and served as Regional Director of Technology. Susan has passed the security exams Series 7, 22, 63, 65 and 66. With over 29 years in the financial services industry, she brings a unique perspective to analyzing and managing investment portfolios.
Susan lives in Cheraw, South Carolina with her husband, Bill. She has four children and five grandchildren. Her philanthropic interests include serving as Elder for First Presbyterian Church of Cheraw, founding board member of Hospice for Chesterfield County, Chair of the Finance & Investment Committee for Thornwell Home for Children, and board member of the Malloy Foundation.
Prior to joining M Capital in 2010 as Vice President, Ashley worked as a Financial Advisor for Edward Jones Investments. She graduated from The University of South Carolina in 2007 with a Bachelor of Science in Business Management and a minor in Sociology.
In 2015, she completed the Terry College of Business Financial Planning Program at The University of Georgia. Ashley has passed both the Series 7 and Series 66 General Industry Exams and is a Investment Advisor Representative. She works with each client to tailor wealth management solutions to meet their unique needs. Her passion is getting to know clients personally and helping them build a plan to reach their goals.
Ashley lives in Cheraw, South Carolina with her husband, Dan, and their two children, Blair and Kane. She is a member of First Presbyterian Church of Cheraw. She served as treasurer of the McArn Food Bank from 2011-2015 and was a founding board member and treasurer of the Young Professionals of Cheraw in 2015.
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Engaged in every phase of a company’s life cycle, since 1996 this firm has completed M&A transactions valued in excess of $4 billion and raised more than $1 billion of private equity and debt capital for mid-sized growth companies.