Susan Davis, CFP®, CPFA®

Agency Supervisory Officer

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Susan Davis has 18 years experience in the financial service industry. She began her career as a representative at MetLife in 2000 where she grew her practice and was promoted to Marketing and Training Director and back up to Compliance. During that time she completed all required courses through The American College to receive the following designations: CFP®, CLU and LUTCF.

Susan joined the Fortis Lux Financial team in 2013 as the Agency Supervisory Officer, where she helps ensure our financial professionals conduct their business in an ethical manner and in compliance with the regulations that apply to our business.

Susan holds her FINRA Series 6, 7, 63, 24, and 53 registrations as well as Life and Health Insurance and P & C insurance licenses. In addition, she is a graduate of Herbert H. Lehman College and lives with her family in Westchester County.