Susan Wilson

Senior Vice President | Financial Advisor
Cornerstone Capital Group at Morgan Stanley

As a Senior Vice President and Financial Advisor, Susan Wilson has been helping clients build generational wealth for over four decades.  She and her partners, Financial Advisors Tom Bardwell and Mike Osterman, manage the Sarasota branch of Cornerstone Capital Group at Morgan Stanley. 

“Our wealth management team of seven is recognized as a 2024 Forbes Best-In-State Wealth Management Team,” says Susan, who was also recognized by Forbes as one of the Top Women Wealth Advisors from 2020 through 2024, as well as a Best in State Wealth Advisor for 2022, 2023 and 2024. “It is a great honor to be surrounded by a great team of professionals who put clients first.”

Complementing a long-held career in finance, Susan and her husband, Charlie, are very involved with local organizations where they are both active supporters of the local performing arts scene and notable nonprofits in Sarasota. One of their main focuses includes youth education at The Sarasota Ballet through Dance – The Next Generation (also known as DNG), and Sarasota Orchestra’s Youth Orchestra Program, where children and young adults develop their skills and appreciation for music through performance opportunities with the full orchestra in their Side-by-Side program. Susan and her husband are also Ambassadors for the Westcoast Black Theatre Group. Currently, she is serving her ninth year on the Gala Committee of the Safe Place and Rape Crisis Center (SPARCC) where much-needed funds are raised for victims of sexual and domestic abuse. 

In her free time, Susan enjoys traveling, playing golf, socializing with friends at Bird Key Yacht Club, and caring for her Toy Aussie Shepherd, Storm.

Text by Kaileia Suvannamaccha

2 North Tamiami Trail, Ste 1100, Sarasota, FL 34236
941-364-7476 
advisor.morganstanley.com/susan.t.wilson