N. Susan Gordon AAMS® CFP®

Vice President, Private Banking Services, Middleburg Financial; Client Advisor, RJFS

Susan enjoys forming solid relationships with her clients – she loves being a family’s one Financial Advisor that they know and trust.  Whether it’s an opportunity for financing or planning a strategy for passing wealth to the next generation, she will do her best to help create the optimal custom result for their financial situation.

Her 27 years’ experience in banking and 17 years as an investment advisor allows her to bring the “bigger picture” into focus for individuals, families and business owners. She works hard to truly listen to both words and intent to get the best result possible. In her role as a Client Advisor, she is hands on in personally assisting clients as well as providing value through bringing in trusted specialists for them as needed.

She has been awarded the designations of  Accredited Asset Management Specialist® as well as Certified Financial Planner™. She engages with many associations, including Hampton Roads Estate Planning Council, Virginia Peninsula Estate Planning Council, both affiliated with the National Association of Estate Planners & Councils. She is a member of the Friends of the Williamsburg Regional Library Foundation Board.

Outside of the office, she has a love for her family and the outdoors. Since her children were small, they have always spent time with horses and dogs. One of her dogs is a registered Therapy Dog. He loves to ride in the car and visit with young and old. Their goal is to let people know they are loved and share a smile.

"I think one of the highest compliments I’ve ever received from a client was that the advice and assistance I gave them changed their life for the better. In this age where decisions are often made by algorithms I love still being able to work with people that I know and care for. It’s not just a job it’s about a relationship."


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Check the background of this investment professional on FINRA's BrokerCheck.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. View the Raymond James privacy notice.

Middleburg Investment Services is an affiliate of Atlantic Union Bank that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Middleburg Financial, and Middleburg Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

A better client experience starts here