Susan A. Sylvest, AIF®

Chief Investment Officer & Founding Partner

Susan A. Sylvest brings more than four decades of experience in wealth management, guiding high-net-worth individuals and families through sophisticated asset allocation and investment strategies. Her career spans leadership roles at three prominent private banks—Frost Bank & Trust, Northern Trust, and Bank One—where she advised clients on building, preserving, and transitioning wealth across generations.

A graduate of Indiana University with a degree in economics, Susan is a Registered Investment Advisor and holds a Group I Life and Health Insurance License in the State of Texas. She is an Accredited Investment Fiduciary®, reflecting her deep commitment to disciplined, client-first advice.

Prior to co-founding MURPHY & SYLVEST in 2007, Susan served as Senior Vice President of Client Services at a private wealth advisory firm, where she specialized in institutional-quality asset allocation for affluent individuals, families, corporations, and nonprofit institutions.

Beyond her professional accomplishments, Susan is deeply rooted in her family and community. She is the proud mother of four daughters, stepmother to five, and grandmother to eight. A dedicated civic leader, she has contributed her time and expertise to numerous organizations, including serving on the Financial Committee of the Dallas Women’s Foundation and on the Boards of Dallas Children’s Theater, The Senior Source, TACA, and Junior Players.

susan

Discover

Our Proven Process

Learn more about how we help our clients acheive their financial goals.

Learn

About Us

Get to know the team at Murphy & Sylvest.

Are you ready to leave uncertainty in the past?

We’re excited to learn more about you and to start building a plan for your financial future. The first step is to schedule a meeting with us.

Or call us at 214-373-8362