Suzanna Wilbert

Suzy Wilbert

Onboarding Specialist

"I'm here to ensure your journey towards financial freedom starts on the right path."

Biography

Suzy is a Client Onboarding Specialist. She has more than a decade of experience in customer service and managing accounts for self-insured entities in the insurance industry. Prior to working for Base Wealth Management, Suzy worked for Johns Eastern Company, Inc. in Lakewood Ranch, FL for 13 years as an Account Manager and Supervisor of Special Accounts. Her emphasis on customer service and attention to detail create strong client relationships. She received her bachelor’s degree in finance from the University of South Florida.

Suzy moved to Florida when she was 19 years old from Springfield, IL. She met her husband Rick a few years later and they have two kids, Adelina and Ricki, along with a dog and a turtle. In her free time, Suzy enjoys baking, watching movies, traveling, and playing games with the family.

Education

– University of South Florida, Bachelor’s Degree in Finance

WHAT SUZY LIKES TO HELP WITH

risk management team

Client Onboarding

Suzy’s expertise ensures your onboarding experience is personalized and seamless.

Customer Service

Suzy’s dedication to service translates into a clear path toward achieving your goals.

Staff at corporate office

Account Connections

Suzy excels in seamlessly connecting your accounts to our portal, ensuring a cohesive overview.

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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