Susan S. Alexander, CFP®, CWS®
Financial Advisor
Charlotte, NC
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Services Offered
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.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald 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.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.