Canby Financial Advisors - Our Team

Independent advice. Personal service.

Susan J. Welton
Administrative Assistant

Susan is the Administrative Assistant for Canby Financial Advisors, LLC. In addition to her administrative duties keeping CFA organized and preparing client and management reports, she assists clients with many client service items, such as updating the status of their accounts, processing asset transfers, and any changes to addresses, beneficiaries, and other account information.

Susan received her Bachelors Degree in Political Science from the University of Massachusetts/Amherst. She and her family reside in Northboro, MA. Contact Susan at swelton@canbyfinancial.com.

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No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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