Susan M. Dixson, CFP®, CPWA®, CRPS®, CPFATM
Relationship Manager, Retirement Plans
Susan joined Coastal Wealth Management in 2021 as a Relationship Manager for both private clients and retirement plan participants. In her role, she follows a five-step wealth planning process to simplify the complexity in clients’ financial lives. At the heart of her philosophy is a passion for building enduring relationships with individuals, families, and businesses through her commitment to providing outstanding service. She has been in the financial services industry since 1993, with experience in both Fortune 100 companies and the independent financial community. Susan currently holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.; the CPWA® certification awarded by the Investments & Wealth Institute™; the CRPS® designation through the College for Financial Planning; and the CPFA® credential through the National Association of Plan Advisors. She is an Investment Adviser Representative of Headland Capital, LLC.
EDUCATION & PHILANTHROPY
Susan graduated from the University of Virginia with a B.A. in History. Susan is actively involved in the community and currently serves as a volunteer at her church. She is also a hospice volunteer with Interim HealthCare of Charleston. Past board positions include former Board President for the Lowcountry Autism Foundation, merit badge counselor for the Boy Scouts of America, and board member of the Bands of Wando Foundation. Susan and her husband live in Mount Pleasant along with their two children. Susan enjoys walking, fishing, gardening, and spoiling her two dachshunds.