Susan Key Graduates From Leadership Montgomery’s Legacy Class
Susan Key joined Warren Averett in 2016 and is a Manager and the Service Area Leader of 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 they meet their daily financial goals. As a firm representative, she assists families of private wealth, high-net-worth individuals and busy or retired executives. She is a Certified Daily Money Manager and a Certified Senior Advisor, and she has worked in personal finances with clients for over 15 years. Susan participates in continuing education that emphasizes financial management, Social Security and Medicare changes and updates, as well as ethical business practices and volunteer service specific to Daily Money Management, which helps her effectively meet her clients’ financial, health and social needs. Susan is also responsible for the day-to-day operations of Daily Money Management Services and works closely with others in 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.