Client Services
Sue joined Bradway in 2010 and is responsible for a range of client services. She manages the client review process, keeps client records current and helps advisors prepare for meetings. Sue is the first point of contact for clients of advisor Craig A. Roncaioli.
Sue, who earned a bachelor’s degree in human development and family relations from the University of Connecticut, brings a diverse background to the firm. She is retired from a career as an adult probation officer for the state of Connecticut. She has worked as a crisis counselor for at-risk teens and supervised families who provided emergency shelter for teenagers. And she has experience as an assistant to an accountant, as well as dealing antiques.
A certified Spinning instructor, Sue resides in Amherst, Mass., with her husband and three children. In her spare time, she enjoys bicycling and hiking with her two dogs.
Email: sue.holland@bradwayfinancial.com
Phone: 800-725-1622 ext. 3
