Concierge Retirement Services

Suzzette Grey

Before joining Concierge Retirement Services, Suzzette worked as an Employee Benefit Analyst managing clients 401(k) plans for one of the largest banks in the USA. She says, “I’ve been working in the retirement field for 21 years, and my favorite part is assisting clients with any question they may have!”

Robert Marks

Phone: 914-251-0099 ext. 233

Suzzette graduated from Baruch College with a bachelor’s degree in Human Resource Management, and then earned her Master’s degree in Human Resource Management and Organizational Development from Manhattanville College.

She says “I’m responsible for managing the 401(k) plans and Defined Benefit Plans for many of our clients, and that includes preparing the annual valuations / Form 5500, and ensuring the plans are in compliance with IRS regulations.”

“One of my favorite responsibilities is assisting clients with any questions they may have.”

Suzzette has 2 children – a daughter and a son, and also has a 2-year-old grandson. “My favorite activities outside of work are spending time with my family, and yes – I’ll admit it – spending time with my grandson and then spending more time with him! I also enjoy taking walks with my husband and watching Hallmark movies!”

Hobbies: Dancing and cooking different dishes. Also traveling – “I like to travel to tropical places. I enjoy the warm weather and beautiful beaches.”

Passions: Helping others – “especially kids in need.”

Suzzette is a huge asset to the Concierge Retirement Services team, and especially to our beloved clients!

Let’s Build Something Together

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Here’s a few ways to get in touch with us.
7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099

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