Suzanne Ngo

As the Head of Marketing at Quincy Wells Advisors, Suzanne leads firm-wide marketing strategy, brand positioning, and advisor visibility across the independent RIA and broker dealer platform. Since entering financial services in 2016, she has held roles spanning national accounts, internal sales, capital markets, and marketing leadership within alternative investments and independent broker dealers. Suzanne specializes in advisor visibility, LinkedIn strategy, website and content development, and compliance aligned digital communications. She partners closely with advisors, leadership, compliance, and operations to design and oversee scalable marketing systems that drive consistency, execution, and measurable engagement. Her work includes ownership of event marketing, sponsor communications, and the CRM infrastructure that supports workflows, automation, and reporting across the firm. Suzanne holds the SIE, Series 7, and Series 63 licenses.