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Susan S. Alexander

Susan S. Alexander, CFP®, CWS®

Financial Advisor
Charlotte, NC

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

As a CERTIFIED FINANCIAL PLANNERTM certificant and a Certified Wealth Strategist® (CWS®), 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 Ronald 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, 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."