Warren Averett CPAs and Advisors is proud to announce that Susan Key, CSA, has been designated as a Certified Senior Advisor® (CSA) by the Society of Certified Senior Advisors. Key, a Senior Associate within the Firm’s Daily Money Management Services Division (DMMS), is responsible for the personal daily financial affairs of affluent individuals. She provides services such as insurance and credit card evaluations and interacting with clients on a variety of matters including monthly bank reconciliation, Medicare and Social Security oversight and assistance with financial transactions. In addition to her work in the DMMS Division, Key also participates in the Business Development Initiative.
The CSA certification assists professionals in building effective relationships with seniors since they have broad understandings of the issues that are important to them. CSA’s are required to demonstrate a commitment to high standards, continuing education, professional ethics and trust.
“I am very excited to have completed the certification,” says Key. “It took a little longer than anticipated since COVID-19 stopped the testing process, but it was worth it. This means I can better serve our clients and the Firm with the knowledge that I have gained.”