Susie Stephens Jenkins, Employee Benefits Account Manager, is responsible for assisting employers and their employees with their employee benefit needs. In this capacity, Susie acts as an interface between the client and the insurance carrier. Susie works closely with her team to develop new relationships and nurture existing clients.
Prior to joining AFS, Susie was a Managing Director at Strategic Financial Services LLC where she worked closely with clients in the development of financial and estate plans. Susie previously held several positions with Bank of America and its predecessor banks, most recently serving as a Vice President with the Private Bank in Utica and as a Fiduciary Officer for the Fleet Private Clients Group in Providence, Rhode Island.
A native of New Hartford, Susie is a graduate of Bucknell University where she received a BA in Political Science, and a graduate of Suffolk University Law School where she received her Juris Doctorate. She is a Certified Trust and Financial Advisor (C.T.F.A.) and holds Series 7 and 63 licenses.
