Susie LaBrie Bio2021-10-01T14:27:29+00:00

Susie LaBrie

Client Services

FAVORITE QUOTE: ““People will forget what you said, people will forget what you did, but people will never forget how you made them feel.” —Maya Angelou

DREAM RETIREMENT: My retirement dream is to live simply, but freely — to travel and connect with people everywhere I go, and to enjoy my grandchildren and my life in great health.

Michael J. LaBrie
Michael J. LaBrieManaging Director – Senior Advisor, Investment Advisor Representative
Thomas F. Nee, Jr.
Thomas F. Nee, Jr.Managing Director – Director of Advisor Development, Investment Advisor Representative
Martin E. Plecinoga
Martin E. PlecinogaSenior Financial Advisor, Investment Advisor Representative
Kate Glidden, CFP®
Kate Glidden, CFP®Senior Financial Advisor, Investment Advisor Representative
Richard “Rick” P. LeBlanc
Richard “Rick” P. LeBlancSenior Financial Advisor, Investment Advisor Representative
Lisa Marie Wise
Lisa Marie WiseDirector of Office Services, Registered Field Assistant
Matthew Dandreo
Matthew DandreoCompliance Manager, Registered Representative
Ny Sok
Ny SokRetirement Transition Specialist
Joan Welch
Joan WelchClient Financial Analyst
Linda Gorgone
Linda GorgoneReceptionist
Meni Frangias
Meni FrangiasClient Relations
Kim Silverman
Kim SilvermanClient Services
Paul Matheson
Paul MathesonSenior Financial Advisor, Investment Advisor Representative
Susie LaBrie
Susie LaBrieClient Relations
Diane Gavin
Diane GavinReception

500 Edgewater Drive, Suite 565
Wakefield, MA 01880
T: 800.246.1433
F: 781.246.2482

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Disclaimer

This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

Gallagher Fiduciary Advisors, LLC (“GFA”) is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

Securities may be offered through Triad Advisors, LLC (“Triad”), member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad nor their affiliates provide accounting, legal or tax advice.

GFA/Triad CD (5941947)(exp092025)

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department.

​For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call (212) 918-9685.

Triad Form CRS