Susan Alexander serves clients in both the Private Wealth and Everyday Steward® divisions of Blue Trust from our office in Charlotte, North Carolina.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Certified Wealth Strategist® (CWS®), and Certified Kingdom Advisor® (CKA®), Susan offers financial planning, investment management, strategic giving, estate planning, and trust services to clients who are beyond the debt problem stage, but still seek objective advice based on biblical principles for their financial planning and investment needs. She is passionate about helping clients become better stewards of their time and resources so they can live a life of purpose, focus on what matters most, and strive to experience financial peace of mind.
Before joining Blue Trust in 2004, she worked as a business consultant and personal investment advisor at Arthur Andersen and worked full-time in youth ministry with Young Life.
Susan graduated with honors from the University of North Carolina at Chapel Hill with a concentration in economics, business, and Spanish.
Susan and her husband, David, have three children and are active in their church and community. In her spare time, Susan enjoys serving on the Mercy Committee at her church and the Young Life Dominican Republic Committee. She also loves being active outdoors and spending time with family.
