< Back To Search Results

CALL : (704) 759-9060

Susan S. Alexander, CFP®, CWS®

Private Wealth Advisor
Charlotte, NC

Susan Alexander is a Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves her clients out of the branch office in Charlotte, North Carolina.

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

Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2004, Susan 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, Spanish, and Business.

Susan and her husband, David, have three young children and are active in their church and community.


Copyright 2020 RonaldBlueTrust