Susan is a CERTIFIED FINANCIAL PLANNER® professional and has been with Five Talents Wealth Management since its inception. Having formerly worked as a teller at Wachovia, she jumped on board with Jamie Williams at Five Talents Wealth Management in May 2007. Throughout the years, Susan assisted Jamie in all aspects of the business, including administration, operations, client relationships, and research and data collection. Having served faithfully in these capacities, she understands the importance of knowing her clients personally and making herself accessible to them, while loving them through the process of #InvestingWell.
Susan has two bachelor’s degrees from Pensacola Christian College, along with an educational certificate (ESL), her notary license, and several notable positions from her years of schooling. She holds the prestigious CFP® industry certification, the FINRA Series 7, 65, and 66 securities registrations through Commonwealth Financial Network®, as well as her health, life, and variable insurance licenses. She has her Accredited Investment Fiduciary® (AIF®) designation and is also licensed to discuss and sell long-term care (LTC) insurance.
In 2017, Susan became the business owner of Five Talents Wealth Management, LLC. She has over 16 years of experience in the financial industry and more than 99 million assets under advisement*, and she strongly believes in the financial planning process. Most recently, she was recognized as a 2022 Founder’s Club advisor—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Susan and her husband, John, live in the Hickory Flat community of Cherokee County. They have one son who has captured their hearts and keeps them on their toes! He is not only a bundle of energy but also a blessing and delight! Being a sports enthusiast with strong Cincinnati roots, Susan loves to cheer on the Reds, the Bengals, and the Ohio State Buckeyes. She is also an accomplished pianist who enjoys using her talent to the glory of God.
*As of 12/2023
Susan’s professional credentials include:
- CERTIFIED FINANCIAL PLANNER™ certification
- Series 7 General Securities Representative Registration
- Series 65 Uniform Investment Advisor Law Registration
- Series 66 Uniform Combined State Law Registration
- Accredited Investment Fiduciary® (AIF®) designation
- Long-Term Care Licensure
- Health Insurance Licensure
- Life Insurance Licensure
- Variable Insurance Licensure
Susan Reznor Moone is proud to have been recognized as a Founder’s Club advisor for 2022—a distinction based on annual production that places her among the top 37 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Founder’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.