Susan G. Key, CSA

Susan G. Key, CSA

Susan Key joined Warren Averett in 2016 and is a Manager in Warren Averett’s Daily Money Management Services (DMMS). Her primary role is to meet with clients to create tailored financial budgets and comprehensive service plans to ensure their financial goals are met. As a firm representative, she assists families of private wealth, high-net-worth individuals and busy or retired executives. As a Certified Senior Advisor, Susan participates in continuing education that emphasizes Social Security and Medicare changes and updates, as well as ethical business practices and volunteer service specific to seniors, which helps her effectively meet the financial, health and social needs of her clients. Susan is also responsible for the day-to-day operations of Daily Money Management Services and works closely with other members of the firm to give the client a well-rounded experience. Prior to joining Warren Averett, Susan worked in a private accounting firm and was a full-charge bookkeeper. She resides in Montgomery, Alabama with her husband and their triplet daughters.

Education

  • Bachelor of Arts in Accounting
    Queens University, Charlotte, NC
  • Master of Business Administration in HR and Master of Science in Adult Education
    Troy University, Montgomery, AL

Professional Affiliations

  • Society for Certified Senior Advisors
  • American Association of Daily Money Managers

Community Involvement

  • March of Dimes
  • Cancer Wellness Foundation
  • First United Methodist Church, Member
  • Troy Alumni Association, Member

Ask Me About

  • How to simplify your busy life
  • Traveling without concern for daily tasks like bill paying
  • How we help you find money you did not even know you were missing
  • What does it mean to be a Daily Money Manager
  • Why this job is so important to me
  • What does it mean to be a concierge service
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