Sue M. Badgley

Sue Badgley is Senior Client Relationship Manager and Vice President at The FMC Group of Rockefeller Capital Management, where she leads and delivers the team’s client facing administrative and customer service functions. Sue began her career in 1981 with Merrill Lynch Wealth Management in San Francisco, California, remaining there for 39 years until she and her team joined Rockefeller Capital Management in 2020.

Dedicating her entire career to the financial services industry, Sue is known industry-wide for her operational expertise, world-class responsiveness to serving clients effectively, and exceptional relationship skills. She maintains deep relationships with clients that span generations and respect amongst her peers that is unmatched. Sue is Series 7 licensed and regularly completes on-going continuing education and advanced skill achievements designed to support her tireless efforts in continually exceeding client expectations and being their reliable, trusted advocate.

Sue and her family live in San Diego, Calif., where she is an active volunteer and supporter of the San Diego Zoo as well several other non-profit community organizations. She enjoys traveling, biking, and spending time with her beloved family and friends.

Named to Forbes Best-In-State Top Wealth Management Teams list for 2024.

*The Forbes ranking discussed above was designated in 2024 and lasts for a period of one year until new rankings are released.

Each advisor — selected by SHOOK Research — is chosen based on an algorithm of qualitative and quantitative criteria, including in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.