Susan Dahl was the recent recipient of the Women’s Choice Award® for Financial Advisors and Firms. ‘It is so meaningful to me that LEVATUS’ approach to wealth services resonates with these amazing women”.
Susan Dahl, Liz Darling, and Jessica Grande, of LEVATUS Wealth Services, spoke to a lively crowd of retirees about taking control over their finances.
"I am honored to be a part of an organization with such energy and purpose," Susan said. "One Bead's deep understanding of 'the power of empowering' has allowed them to build an amazing program."
Susan Dahl, a 20-year veteran of the financial services industry, wanted to break the mold of traditional wealth management services and deliver a more purposeful and joyful financial journey for her clients – reducing complexity and improving outcomes.
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Susan E. Dahl, a 20-year veteran of the financial services industry, decided that she was through with the traditional, cookie-cutter approach to wealth management. She knew there was another way – one that delivered a more purposeful, transparent and joyful financial journey.
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