Suzanne Miller

Suzanne Miller, CFP®, CWS®

Sr. Private Wealth Advisor, Partner
Atlanta, GA
A Message from Suzanne
suzanne.miller@bluetrust.com
(770) 308-2700
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Suzanne Miller is a senior private wealth advisor for the Private Wealth division and partner of Blue Trust and serves her clients out of the office in Atlanta, Georgia.

As a CERTIFIED FINANCIAL PLANNERTM certificant and an experienced wealth advisor to individuals, families, and businesses, Suzanne uses her objective perspective to help clients make wise financial decisions to experience confidence and clarity and leave a lasting legacy. Her goal is to help those she serves focus on the things that matter most to them. Suzanne and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.

Suzanne has been a CERTIFIED FINANCIAL PLANNERTM professional for 30 years and is also a Certified Wealth Strategist® (CWS®). Prior to joining Blue Trust in 2005, Suzanne was a senior financial planner at First Union Bank in their private banking group. She also worked as an advanced planning specialist for Mass Mutual Insurance and as a business succession and estate planning specialist for a private firm in New York City. She began her career as the manager of tax and financial planning at a firm in Atlanta.

Suzanne graduated with a BS degree in industrial management from Georgia Tech and a MBA from Georgia State University.

Suzanne and her husband, Ralph, have two sons and live in Roswell, Georgia.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

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“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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