Susan Key Receives Certified Daily Money Manager Designation from the American Association of Daily Money Managers
Susan Key, CSA, the Service Area Leader for Warren Averett’s Daily Money Management Services in our Montgomery accounting and advisory office, has recently been designated as a Certified Daily Money Manager (CDMM) by the American Association of Daily Money Managers (AADMM).
AADMM is a national membership organization that represents individuals and businesses in the daily money management profession and strives to be a primary resource for members trying to achieve their professional goals.
The Certified Daily Money Manager designation is AADMM’s way of recognizing Daily Money Managers who have reached a higher standard, proven by a set of achievements that includes tangible experience. Certified Daily Money Managers have applied their learned skills and knowledge, been exposed to the nuances and challenges of the profession and learned how to adapt and confront from these experiences.
“I am so excited to have been designated as a Certified Daily Money Manager by the AADMM,” said Key. “In today’s economy, individuals and families of all ages can use financial help as they transition through the different stages of life. With my new designation, I look forward to using my knowledge to help my clients with comprehensive and specific plans that they can use to meet their personal financial goals.”
Key’s work in Warren Averett’s Daily Money Management Services focuses on creating tailored financial budgets and comprehensive service plans for clients. She assists families of private wealth, high-net-worth individuals and busy or retired executives. As a Certified Senior Advisor, Susan has a particular focus in continuing education that emphasizes Social Security and Medicare changes and updates so that she can help her clients meet their health, financial and social needs.
Warren Averett’s Daily Money Management Team can help with a variety of money management needs, as well as help you develop a comprehensive plan that ensures that all of your personal financial goals are met.
Learn more about Warren Averett’s Daily Money Management Team or learn more about our Montgomery CPAs and advisors.