Blog - Latest News
Susan S. Alexander

Susan S. Alexander, CFP®, CWS®

Private Wealth Advisor
Charlotte, NC

Susan Alexander serves clients in both the Private Wealth and Everyday Steward® divisions of Ronald Blue Trust from the office in Charlotte, North Carolina.

As a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®), Susan is 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 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 children and are active in their church and community. In her spare time, Susan enjoys serving on the Charlotte Urban Young Life committee and the mercy team at her church. She also loves being active outdoors and spending time with family.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald 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."

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

"Working with our Ronald 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."

Resources