Susan Farlow

Wealth Advisor

Susan Farlow is a wealth advisor at Octavia Wealth Advisors, working to improve her clients’ overall well-being. With extensive experience in financial planning, investing, life insurance and banking, Susan offers comprehensive wealth management advice. She is adept at uncovering important concerns, and delivers straightforward answers that guide the way to fulfilling needs and goals. Her focused conversational rapport allows her to build trusted relationships. From everyday money management to asset allocation to using life insurance in estate planning, Susan finds joy in helping people gain and maintain financial freedom.

Prior to joining Octavia in 2021, Susan was a wealth strategy associate at UBS Financial Services providing comprehensive financial plans and informed solutions. Before that, she was a private client group relationship manager at PNC Bank and a financial advisor at AXA Advisors. Early in her career, she worked in insurance at Brian K. Adams & Associates and at Hartford Life.

Susan earned her Bachelor of Arts in communications from Xavier University in Cincinnati. She is in the process of earning her Certified Financial Planner certification.

On the personal side

Susan is married with three grown children. Her varied personal interests include reading, cooking and traveling.