Suzanne Bohs

Suzanne Bohs is manager, product strategy, at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since 1994, Suzanne leads the team that is charged with pushing Commonwealth’s technology forward. In addition, she leads the strategy and design for our portfolio management and trading tools. Suzanne graduated with a BS in economics/finance from Bentley University and holds FINRA Series 4, 7, 24, 53, 55, and 63 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Adding Value Through Asset Location Optimization

Adding Value Through Asset Location Optimization

Posted by Suzanne Bohs

March 16, 2016 at 1:30 PM

As a financial advisor, you know your job keeps getting tougher. It’s not enough that you play many roles: trusted advisor, educator, planning facilitator, portfolio manager, cross-generational family coordinator, and even friend. In this ever-changing industry, you must also find ways to set yourself apart. One solution? Prioritize asset location optimization in your practice.

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Topics: Asset Management & Investing, Technology

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