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                                                My Background

                                              My Background

                                              Here to serve you

                                              Your story, your needs and your goals aren’t exactly the same as anyone else’s. Your financial strategy shouldn’t be either. That’s where I come in.

                                              As a financial advisor, I am able to offer you guidance that can help you achieve your dreams and goals. I’m dedicated to providing a client-first, transparent, and informative approach to helping my clients protect and secure the financial futures for themselves and their loved ones. In addition to my experience and expertise, my clients can expect professionalism, integrity, and compassion.

                                              As a proud resident of Pompano Beach, FL, I have a vested interest in seeing my community thrive. When working with me, I’m happy to share all the resources and information that I have available.

                                              Personally, I’m a loving mother and wife. When I’m not working with my clients, I enjoy the following hobbies exercising, traveling, and cooking. I’m also an active member of my community and regularly help the elderly.

                                              Now I’d like to hear your story and get started on a tailored strategy to help you reach your unique financial goals.

                                              Disclosure

                                              Suzannah Richards is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0L83635), CO, CT, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

                                              As a New York Life Agent, Suzannah Richards is licensed and authorized to offer insurance in California, but Ocean Wealth may not be. For additional information on California licensure status, please click here.

                                              Suzannah Richards is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4524 N Federal Hwy, Fort Lauderdale, FL, 33308, 954-958-4217. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

                                              Suzannah Richards is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MD, MN, MO, NC, NE, NJ, NY, OH, PA, RI, SC, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

                                              Ocean Wealth is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                              Neither Ocean Wealth nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                              For more information about NYLIFE Securities LLC and its investment professionals.

                                              Click here
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                                              • About Us
                                                • My Background
                                                  • Our Team
                                                    • South Florida Location
                                                      • Financial Strategies to Consider
                                                        • Solutions for Business Owners
                                                        • Products & Services
                                                          • Planning Services
                                                            • For Professional Advisors
                                                              • Business Solutions
                                                                • Advanced Planning Resources
                                                                  • Products
                                                                    • Our Services
                                                                    • Resources
                                                                      • Life Stages
                                                                        • Calculators
                                                                          • Articles
                                                                            • Videos
                                                                              • Tax Resources
                                                                              • Account Access
                                                                                • NYL Online Account
                                                                                  • NYLIFE Securities
                                                                                    • MainStay Mutual Funds
                                                                                      • eMoney
                                                                                        • Eagle Strategies
                                                                                          • Envestnet Client Portal
                                                                                          • Contact Us

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