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Susan Wedelich

Investor

Senior Vice President, Private Wealth Advisor at Westwood Holdings Group

Houston

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About

Susan Wedelich is a Senior Vice President and Private Wealth Advisor at Westwood Wealth Management in Houston. She joined Westwood in 2017 and brings nearly 15 years of experience from J.P. Morgan, along with over 20 years of legal experience as an attorney. She holds a Juris Doctorate from South Texas College of Law and a Bachelor of Science from Texas A&M University, and focuses on financial planning and estate planning matters.

Experience

  1. Westwood Holdings Group, Inc.Senior Vice President, Private Wealth Advisor at Westwood Wealth Management - Houstoncurrent2020 — presentHouston, Texas, United States
  2. Westwood Holdings Group, Inc.Vice President, Private Wealth Advisor at Westwood Wealth Management - Houstoncurrent2017 — presentHouston, Texas
  3. JPMorgan - Private BankExecutive Director2002 — 2017Houston, Texas
  4. Harris County Probate Court Number 4Staff Attorney2001 — 2002Houston, Texas
  5. Crain, Caton & JamesAssociate Attorney1999 — 2001Greater Houston

Skills & more

NegotiationStrategic PlanningStrategyLegal ResearchLegal WritingLitigationWillsEstate AdministrationHigh Net Worth IndividualsGuardianshipAsset ManagementWealth Management
+8 moreBankingFinancial AnalysisTrustsEstate LawContract NegotiationReal EstateBudgetsEstate Planning

From Susan's professional profile.

Colleagues at Westwood Holdings Group

Amber Warner-Warr
Portfolio Analyst at Claret Capital Partners
Amy Lester
Senior Vice President, Relationship Manager at Westwood Holdings Group
Jordan Cowart
Vice President, Private Wealth Advisor, CFA, CFP at Westwood Holdings Group
Julie Cooper
Associate Vice President, Tax Manager - Wealth Management, CPA at Westwood Holdings Group
Karim Lakhani
Senior Vice President, Private Wealth Advisor, CFA at Westwood Holdings Group
Karla Dominguez
Senior Vice President, Private Wealth Advisor, JD at Westwood Holdings Group
Melissa McMillian
Senior Vice President, Private Wealth Advisor at Westwood Holdings Group
Michael Yan
Director of Wealth Investments, Fixed Income Portfolio Manager at Westwood Holdings Group

Frequently asked questions

Who is Susan Wedelich?
Susan Wedelich is a Senior Vice President and Private Wealth Advisor at Westwood Wealth Management in Houston. She joined Westwood in 2017 and brings nearly 15 years of experience from J.P. Morgan, along with over 20 years of legal experience as an attorney. She holds a Juris Doctorate from South Texas College of Law and a Bachelor of Science from Texas A&M University, and focuses on financial planning and estate planning matters.
Where does Susan Wedelich work?
Susan Wedelich is Senior Vice President, Private Wealth Advisor at Westwood Holdings Group.
Where did Susan Wedelich go to school?
Susan Wedelich studied at South Texas College of Law Houston (Doctor of Law (JD), Tax Law/Taxation); Texas A&M University (Bachelor of Science (B.S.), Political Science and Economics); Marian Christian High School (High School Diploma).

Same school

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