Susan Daileader, CFP®, CLTC

Susan Daileader, CFP®, CLTC

Vice President & Financial Consultant
Services Offered: Financial Consulting
 
Location: Braintree, MA
Phone: 781.982.6825
Email: Susan
 

Susan Daileader is a Vice President and Financial Consultant and has been with Rockland Trust since 2001. Susan is responsible for evaluating client needs and goals to develop customized, long-term solutions to help build and protect their wealth.

Susan has worked in the financial services industry since 1983. Prior to joining Rockland Trust, Susan held positions at Bank of Boston, Shawmut, Fleet, and Columbia Funds Management in the areas of relationship management, product development, and marketing. Susan has a BA from the University of Vermont. She is a CERTIFIED FINANCIAL PLANNER™ professional, holds a Certification in Long-Term Care (CLTC), as well as Series 7 and 63 securities licenses.

Susan is on the Board of Directors of the South Shore Chamber of Commerce, and is a former member of the Board of Directors of Friendship Home, Inc., a not-for-profit serving adults with developmental disabilities. She was a founding board member of empower HERr Inc., a non-profit that provides mentoring and other services to girls who have lost their mother at a young age. Susan serves on the Executive Committee and is a past President for the Norfolk/Plymouth County Estate Planning Council. She has two adult sons and resides in Scituate with her husband.