News Release: Priority Financial Group Advances Leadership Team
PHOENIX, June 14, 2023—Priority Financial Group (PFG), a third-party registered investment advisor (TPRIA) serving financial advisors and financial institutions, announced the advancement of its leadership team with the promotion of Susi Bennett to President, following her accomplishments as Chief Operating Officer. Bennett joined PFG in 2017 as COO, overseeing the firm’s Operations teams which include Learning and Development, Accounting and Finance, Human Resources, and Project Management.
Under her leadership, Bennett has been responsible for several initiatives to scale PFG for strategic growth, including the firm’s merger with CUE Financial in 2018. An advocate of positive transformational change, she has brought her adeptness as an agile leader to the PFG culture, driving the firm’s core values, according to Chief Executive Officer Mike Prior.
“Susi is uniquely qualified and her appointment to PFG President was a natural progression,” said Prior. “She is a proven leader and veteran in the credit union industry who understands the challenges that credit union executives and financial advisors face to successfully navigate and manage change.”
Bennett has worked in the financial services industry for more than three decades with recognized companies such as The Walt Disney Company. Prior to joining PFG, she served as COO for Desert Financial’s wealth management, insurance, and estate planning divisions. Her leadership experience spans all areas of financial services from sales management, learning and development, estate planning, insurance, and wealth management.
She holds the FINRA Series 7, NASAA Series 66 licenses, as well as Life/Health Insurance and Property/Casualty Insurance licenses. Bennett earned a Bachelor of Arts degree from Grand Canyon University with an emphasis in Business Management.
About Priority Financial Group
Priority Financial Group (PFG) is a third-party registered investment advisory firm offering comprehensive wealth management, advisory, compliance, sales, and technology services. Securities offered through Securities America Inc., Member FINRA/SIPC. Headquartered in Phoenix, the PFG team has been helping financial institutions and financial advisors deliver high-quality advisory and fiduciary services for more than 20 years. For more information, visit www.pfgteam.com or LinkedIn.
Securities offered through Securities America, member FINRA/SIPC. Advisory services offered by PFG Advisors. Priority Financial Group, PFG Advisors, PFG Wills & Trusts Document Preparation, and Securities America are separate entities.