Our Retirement Pro from our Ask the Pro series, Suzette Blackburn was present on the floor of the New York Stock Exchange on Thursday, August 27 for the Opening Bell ceremony. Blackburn represented CapStar Financial, LLC, as a member of the Global Financial Private Capital (“Global Financial”) advisor network.
Global Financial, a Sarasota-based, independently owned, SEC Registered Investment Advisory Firm managing over $5.3 billion in assets will be joining Newfleet Asset Management to ring the bell. Global Financial has invited executives from the firm as well as 15 of its advisors to join in the bell ceremony.
“I am thrilled to be representing Austin and CapStar Financial as part of Global Financial’s delegation for the upcoming Opening Bell ceremony,” said Blackburn. “This is a wonderful opportunity to celebrate the great work that our firm continues to accomplish as part of the Global Financial advisor community, which has grown tremendously over the last several years.”
As owner of CapStar Financial, Blackburn has over 20 years of financial planning experience. Blackburn started her retirement planning career in 1989 with a firm that researched and developed long-term care insurance. While working as a Healthcare Coordinator, she discovered that so many of the seniors she cared so much about never fully planned for their retirement years. Realizing that she had both the caring demeanor and the specialized knowledge to help them, Blackburn turned her attention toward a new career in financial and estate planning strategies.
Blackburn is dually licensed as a Series 65 Investment Advisor/Financial Planner and Texas State Insurance agent. As an independent insurance and investment advisor, Blackburn is able to offer her clients a customized plan with independent investment options. This independence is a benefit to CapStar’s clients whose portfolios are not restricted to big-box Wall Street corporations directing Blackburn’s decisions on what to buy, sell or offer her clients. With this freedom, Blackburn is able to offer the best products available without any conflict of interests.