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Susan Baran, JD, CFP®, CEPA, AEP®

Susan Baran, JD, CFP®, CEPA, AEP®

Senior Financial Planner and Private Business Strategist

Greater Milwaukee

I am an attorney, CFP® professional, and accredited estate planner® at PNC Private Bank. I work with other professional advisors and their clients to create financial plans that meet each client’s specific goals. I also help business owners develop and implement their succession plans. I currently serve as a director of Certified Financial Planner Board of Standards, Inc. I serve on the Planned Giving Committee of the Medical College of Wisconsin , and I volunteer for the Marquette Volunteer Legal Clinic. I am a frequent public speaker for professional organizations, including the Milwaukee Bar Association, the Ozaukee County Bar Association, and the Milwaukee Estate Planners Forum.


Experience:

  • Director of Development and Communications (University of Wisconsin System)
  • Senior Gift Planning Officer (Greater Milwaukee Foundation)
  • Director of Development and Communications (Milwaukee Jewish Day School)
  • Director of Development (Feeding America Eastern Wisconsin)
  • Vice President - Senior Wealth Planner/Private Business Strategist (PNC Private Bank)

Skills:

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