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Ms. Xu has over 10 years of financial controlling, merger and acquisition, operational management experience for global corporations. She became associated with Alvery Bartlett group in 2014, focusing on the group’s business development efforts in both St. Louis and California markets.

 

Prior to joining Alvery Bartlett Group, Ms. Xu held a management role in investor relations, government/public affairs, and corporate finance in CenturyLink. Inc., a Fortune 500 company.  Prior to that, she served for 7 years as the Assistant Financial Controller for Willert Home Products, Inc. a legendary St. Louis based global corporation with over 65 years of history. For overseeing corporate/commercial transactions, merger and acquisition cases, Ms. Xu travels frequently between the US and Asia, and has developed strong professional ties in those regions.

 

Fluent in both Chinese and English, Ms. Xu is passionate about financial investment education for Asian communities in the US, and has served as the treasurer for the Young Asian American Professional Association (YAPA).

 

Ms. Xu holds a bachelor of laws degree (LLB) from Nankai University (one of the top ranking universities in China) and a master of business administration degree (MBA), concentrating in finance, from the University of Wyoming.

 

Ms. Xu currently splits her time in San Francisco, CA and St. Louis, MO. She holds FINRA Series 7 and 63 licenses.

Alvery A.

Bartlett Jr.

Founder

Meet Alvery

Susan

(Xin) Xu

Registered Representative

Meet Susan

Joseph

Bench

Registered Representative

Meet Joseph

Shawn
O'Shaughnessy

Wealth Advisor

Meet Shawn

Laurance

Serituk

Chief Operating Officer, ABFM

Meet Laurance

Debbie

Hull

Associate

Meet Debbie

Jamie
Saettele

Market Research
and Portfolio Strategist

Meet Jamie

Meet Our Associates

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Discover how an Alvery Bartlett Wealth Advisor can help you achieve your long-term financial goals, through investment and wealth management.

Who We are

Letter from Our Founder

At Alvery Bartlett Group, we believe in helping people achieve their long-term financial goals through true investment diversity and flexibility.

Read about our Philosophy

Our Process

True Portfolio Diversification

We provide investment opportunities that can reduce portfolio exposure to the shortcomings of the current, widely accepted, narrowly focused investment paradigms.

Learn about our Process

News + Insights

Market Letters

and Commentary

To help investors navigate up-to-date global trends and conditions, we provide regular market letters with details on our macroeconomic view toward investing.

Read the latest Insight

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Alvery Bartlett Group

8000 Maryland Avenue,
Suite 1031

Saint Louis, MO 63105

EMERGENCY CONTACT INFORMATION

If for any reason you can not reach our St. Louis office location by telephone, please contact Arete Wealth Management, LLC at 312-940-3684 for trading, cashiering and other general assistance.

Securities Disclosure

Registered Representative of and securities offered through Arete Wealth Management, LLC. Member FINRA/SIPC/NFA. Alvery Bartlett Group is independent of Arete Wealth Management, LLC.

 

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Check the background of Our Firm and Investment Professionals on FINRA’s BrokerCheck.

Alvery Bartlett Group