Client Service Specialist
spends her summers in Rhode Island
volunteers and plays golf when she isn’t working or taking care of her family
lives in Bristol, Connecticut
Susan Dowling is a Client Services Specialist with more than 20 years of client relations experience in all aspects of financial services. Susan takes pride in using her extensive experience to provide impeccable service to CCR Wealth clients. She understands that building strong relationships is an essential foundation for everything that she does, both personally and professionally. Susan has helped to implement new process improvements to streamline task management and workflow. Her combination of organizational, relationship management and retirement plan servicing skills make her an asset to the CCR Wealth team and all of our clients.
Susan lives in Bristol, Connecticut with her husband TJ, and children Thomas and Lily. In her free time, she enjoys golfing, volunteering in her community and getting together with friends and family. In the summers she can be found in Rhode Island at her family summer home.