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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.