Susie Stanley-Jones,

I’m Susie Stanley-Jones, President of Extraco Wealth & Trust. With more than 30 years of experience in wealth management, investment strategy and trust services, I’ve had the opportunity to manage multi-billion-dollar portfolios, expand market reach and introduce innovative technology platforms that enhance both client experiences and operational efficiency.

My career has taken me from serving as Managing Director in the Pacific Northwest to Senior Portfolio Manager for a trust division exceeding $10 billion in assets under management. Along the way, I’ve also held leadership roles with Midwest Trust Company, Washington Trust Bank, McAdams Wright Ragen, Wells Fargo and Murphey Favre. What I enjoy most is pairing strategic vision with hands-on leadership, building high-performing teams, and helping clients achieve their long-term financial goals through thoughtful planning and investment management.

I earned my MBA in Economics from Northwestern University and my BA in Communications from Washington State University. I’m also a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®), Licensed International Financial Analyst (LIFA®) and hold a Certificate in Investment Performance Measurement (CIPM®). Outside of work, I value mentoring future financial leaders and building lasting relationships, both of which I believe are at the heart of creating financial success that lasts.