Susan S. Alexander

Susan S. Alexander, CFP®, CWS®, CKA®

Sr. Financial Advisor
Charlotte, NC
A Message from Susan
susan.alexander@bluetrust.com
(704) 409-1907
Follow on LinkedIn

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.

Testimonials

 
1234
Slide Title

My wife and I began working with the firm nearly 20 years ago. Susan Alexander has personally handled our account for the past 17 years. She knows our financial goals and is well qualified and knowledgeable to provide guidance and advice. Susan is responsive, a pleasure to work with, and brings a biblical perspective to our planning and decisions as stewards of God’s gifts. We consider her like family as our sons have also entrusted Susan with their financial planning.

Mike and Susan D.Seneca, SC

Slide Title

“It has been a privilege to work with Susan Alexander. Most important to me is that Susan is not only trustworthy and very knowledgeable, but she is kind, patient, and understanding. I went to Susan during a time of transition in my life and found her to be an answer to prayer. I can rest peacefully with all financial concerns because I know that she always has my best interest in mind.”

Dee C.Charlotte, NC

Slide Title

“For years we tried to make important financial decisions for our family on our own. After finally realizing that we were not qualified, my wife and I turned the responsibility over to Susan and her team. Now we rest easy, knowing they have our best interests in mind, as they implement our financial plan from a biblical perspective.”

Richard & Molly L.Belmont, NC

Slide Title

"Working with Susan has been a fantastic experience! Her professionalism, knowledge and how much she cares for both our finances and us personally give us great peace and comfort."

Danielle & Russ WestCo-Founders of IntentionalMarriages.net

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“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

Find an Advisor Near You

Find an Advisor

Recent Posts

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.
Atlanta SEO Company
© Copyright 2024 Blue Trust, Inc.