Susan Harvell

Passionate Experts Transforming Your Business

Chief Compliance Manager

Susan Harvell

Susan started her financial service career in 1997 after graduating from Wofford College with a BA in Finance. After college, she took her first job working in Columbia, SC in banking and worked through the management training program.  She worked in banking for 9 years before making a change to insurance and investments. As the Chief Compliance Officer at David Dunn Wealth, she is committed to protecting clients and upholding the highest fiduciary standards. Susan ensures that the firm operates in full alignment with regulatory requirements while maintaining a strong culture of ethics and transparency. Susan lives Greenville, SC with her husband, Stan and her son, Andrew. They love taking advantage of being close to the heart of the city by enjoying the festivals, markets and quaint restaurants that Greenville has to offer.  She is an active member of the Gridley Club and Colonel Elias Earle Historic District Association. On the weekends, you can find Susan and her family enjoying the outdoors. They are often biking the Swamp Rabbit Trail or hiking in one of the fantastic state parks near Greenville.

Drive Growth with Expert Consulting
Unlock your business’s full potential with strategic insights and tailored solutions from seasoned consultants.

Before you go Signup to our newsletter to get update information, news, insight or promotions.