Susan Haynes

Behind every account statement and transfer form is a person, and often a difficult one, someone settling an estate after a loss or sorting out finances in the middle of a divorce. Susan Haynes built her role at Moran Financial Services around that reality, handling the operational work so those moments move as smoothly as possible for the people living through them. Working through Cambridge Investment Research since 2018, she prepares new account and maintenance paperwork, coordinates transfers and distributions, manages reporting and required minimum distribution activity, and steps in wherever an advisor needs administrative ground covered so more of their attention can stay on clients.

What keeps her effective is a structured, repeatable process rather than a scramble to reinvent each day. That consistency is what lets her catch errors before they surface, keep the paperwork burden light for clients, and stay a dependable resource for advisors and the people they serve. Colleagues tend to describe her as approachable and knowledgeable, and she has a knack for making a complicated situation feel workable for whoever is facing it.

Susan spent most of her life in the Midwest and still calls it home, living in southeast Iowa today. She is close with her father and brother, is a proud mother of three and grandmother to three, and shares her house with two elderly cats who supervise the day with a fair amount of authority. Away from the office, she reads, bikes, and takes road trips whenever the chance comes up.

• Cambridge Client Service Excellence (CCSE) certification
• Six Sigma Yellow Belt certified
• With Cambridge Investment Research since 2018
• Five-plus years in financial services