Suzanne Frazier
About Suzanne Frazier
Suzanne Frazier is a Senior Registered Client Service Associate at UBS with extensive experience in client service roles across several financial institutions. She holds multiple licenses and has a background in account management and special projects.
Work at UBS
Suzanne Frazier has been employed at UBS as a Senior Registered Client Service Associate since 2015. In this role, she manages client accounts and oversees special projects. Her office is located at 312 Walnut St, Suite 3300, Cincinnati, OH 45202. With nearly a decade of experience at UBS, she has developed a strong understanding of client needs and service excellence.
Previous Experience in Financial Services
Prior to her current position, Suzanne Frazier held several roles in the financial services industry. She worked at Morgan Stanley as a Senior Registered Client Service Associate from 2013 to 2015. Before that, she served at Raymond James Financial, Inc. in the same capacity from 2011 to 2013. Her career also includes a seven-year tenure at Wells Fargo Advisors and a seven-year role at SMITH BARNEY as a Registered Sales Assistant.
Education and Expertise
Suzanne Frazier studied at Wright State University from 1992 to 1996, earning a foundation in her field. She holds multiple licenses, including Series 3, 7, 63, and 65, as well as Ohio Life, Accident & Health Insurance, and Variable Annuity licenses. Her extensive experience in account management and project handling complements her educational background.
Licenses and Registrations
Suzanne is registered to operate in multiple states, including California, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, North Carolina, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, and Virginia. This broad registration allows her to serve a diverse client base across various regions.
Personal Interests
In her personal time, Suzanne Frazier enjoys engaging in physical fitness activities, traveling, and reading. These interests reflect her commitment to maintaining a balanced lifestyle outside of her professional responsibilities.