BACKGROUND & PLANNING FOCUS
Get to know Susan.
Susan Portnoi brings prior accounting and tax consulting experience to her financial planning work in Morristown. She advises clients approaching retirement, navigating divorce or widowhood, and managing executive compensation. She joined Mercer Advisors through Traust Sollus in 2018 and emphasizes accessible explanations and long-term client relationships.
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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.
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