Suzy Conley

Investor

Senior Vice President, Private Wealth Advisor Lead at Westwood Holdings Group

Dallas

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About

Suzy Conley is Head of Wealth and Principal Advisor at Westwood Holdings Group, Inc., where she leads the development of a trust company and RIA of approximately $4 billion toward a multi-family office model. She has more than 25 years of experience working with ultra-high-net-worth families, family offices, foundations, and endowments on wealth management and investment solutions that incorporate tax, estate, philanthropic, and legacy planning. Conley has completed training in Applied Compassion and Functional Medicine Coaching and is a member of the Purposeful Planning Institute.

Colleagues at Westwood Holdings Group

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

Nisha Mathews

Vice President, Private Wealth Advisor, JD at Westwood Holdings Group

Frequently asked questions

Who is Suzy Conley?: Suzy Conley is Head of Wealth and Principal Advisor at Westwood Holdings Group, Inc., where she leads the development of a trust company and RIA of approximately $4 billion toward a multi-family office model. She has more than 25 years of experience working with ultra-high-net-worth families, family offices, foundations, and endowments on wealth management and investment solutions that incorporate tax, estate, philanthropic, and legacy planning. Conley has completed training in Applied Compassion and Functional Medicine Coaching and is a member of the Purposeful Planning Institute.
Where does Suzy Conley work?: Suzy Conley is Senior Vice President, Private Wealth Advisor Lead at Westwood Holdings Group.

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