• Morgan Stanley - Susan Yedlicka

    • Wealth Management/CPA
    401 Fremont St, Suite 200
    Monterey, CA 93940
    (831) 646-6111
    (831) 646-6150 (fax)

    About Us

    SUSAN YEDLICKA - Financial Advisor at Morgan Stanley Wealth Management

    A life of experience and hard work shape Susan’s knowledge and work ethic. She finds joy in helping others….and carries that read more
    • About

      SUSAN YEDLICKA - Financial Advisor at Morgan Stanley Wealth Management

      A life of experience and hard work shape Susan’s knowledge and work ethic. She finds joy in helping others….and carries that with her as a Financial Advisor at Morgan Stanley Wealth Management. Susan has enjoyed a long career in the financial securities industry, starting with Morgan Stanley over 20 years ago in 1997.

      Volunteering has always been an important part of Susan's life, and she currently a member of IMPOWER Executive Committee, Monterey Chamber of Commerce Special Events Committee Treasurer of Tatum's Garden Foundation and is also a member of Rotary International.

      In March 2019 Susan was chosen Best Investment Advisor in the Monterey Herald's 2018 Readers' Choice awards. She was also named to her firm's prestigious Pacesetter's Club, a global recognition program for Financial Advisors who demonstrate the highest professional standards and first-class client service.

      Susan and her husband Mike will be celebrating their 34rd Anniversary in August! They have two sons, Kyle and Jared and enjoy spending time together with their family and 5 rescue dogs.

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    • Whom to Contact

      • Susan Yedlicka
        Financial Advisor
        401 Fremont Street
        Suite 200
        Monterey, CA 93940
        Phone: (831) 646-6111