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.
