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Lassus Wherley Wealth Management Building Better Futures

Suzanne C. Low, J.D., CFP®

Suzanne C. Low, J.D., CFP® Director of Florida Operations Lassus Wherley

Suzanne joined Lassus Wherley in 1997 as a CERTIFIED FINANCIAL PLANNER™ CERTIFICANT and general counsel and currently serves as the firm's Director, Florida Operations. Suzanne enriches her work with generous amounts of community service to the business, professional and non-profit communities.


Licenses, Degrees and Designations

  • BA – University of Wisconsin, 1970
  • MA – Indiana University, 1972
  • JD – Rutgers University School of Law, 1981. Licensed to practice law in New Jersey, New York and the U.S. District Court
  • CERTIFIED FINANCIAL PLANNER™ certification –CFP® Board of Standards, 1997

Experience

Adjunct Faculty, Estate Planning, Nova Southeastern University, 1999


Law Offices of Suzanne C. Low, 1988-1997


Legal Counsel, National Association of Women Business Owners (NAWBO)


Legal Counsel, New Jersey Association of Women Business Owners (NJAWBO), 1989-1995


Adjunct Faculty, Business Law, Sussex County Community College, 1990


Hutchinson & Low, Partner, 1984–1988


Nusbaum, Stein, Goldstein & Bronstein, P.A., Attorney, 1981–1984


Superior Court of New Jersey, Appellate Clerk, 1981


AT&T, Service Costs & Rates Supervisor, 1978–1979


Wisconsin Telephone Co., Staff Accountant and Supervisor, 1973–1978


Indiana University, Associate Instructor, Department of History, 1971–1972


Noteworthy Achievements

Selected as one of America's Top Financial Planners - Consumers' Research Council of America, 2008


Charter Class of Leadership Bonita Program, 1999-2000


Candidate for the U.S. Small Business Administration's Women in Business Advocate Award, 1996


Delegate to the White House Conference on Small Business, 1995


New Jersey Supreme Court District X Ethics Committee Chair, 1992. Member since 1988. Special Master of the Committee and New Jersey Supreme Court Ethics Financial Committee.


Regular contributing writer for the Naples Daily News. Articles have appeared in Business Edge, Garden State Woman, The Bottom Line and Gulf Coast Woman. Suzanne has appeared on television and radio programs in New Jersey and Florida to discuss finances and the economy.


Professional Affiliations

  • Estate Planning Council of Naples – President 2009-2010. Member since 1998
  • Temple Shalom of Naples Board of Trustees -Recording Secretary 2010-2011, Investment Committee Chair 2010-2011, Financial Secretary 2000-2002, Trustee 2002-2004, Endowment Committee 2002-2006
  • Lee Memorial Foundation Bonita/Estero Development Council, 2007-2009
  • Bonita Springs Area Chamber of Commerce President's Club 2001-Present; Chair, Training and Development 2005-2007, Strategic Planning 2007-2008
  • Financial Planning Association of Southwest Florida-President 2001-2002, Director 1998-2001 and 2003-2005
  • Speakers Assembly Southwest Florida-Board of Directors, 2003-2006
  • Art League of Bonita Springs – Advisory Board 2001–2003
  • Bonita Springs Community Foundation since 2001
  • Leadership Bonita Alumni Association since 2000
  • National Association of Personal Financial Advisors (NAPFA) since 2008
  • NJAWBO - President, 1995-1996, NAWBO member
  • Visiting Nurses Association of Sussex County (NJ) - Advisory Board