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, Certified Wealth Strategist® (CWS®), and Certified Kingdom Advisor® (CKA®), 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 and the Young Life Dominican Republic Committee. She also loves being active outdoors and spending time with family.
“It has been a privilege to work with Susan Alexander. Most important to me is that Susan is not only trustworthy and very knowledgeable, but she is kind, patient, and understanding. I went to Susan during a time of transition in my life and found her to be an answer to prayer. I can rest peacefully with all financial concerns because I know that she always has my best interest in mind.”
Dee C.Charlotte, NC
“For years we tried to make important financial decisions for our family on our own. After finally realizing that we were not qualified, my wife and I turned the responsibility over to Susan and her team. Now we rest easy, knowing they have our best interests in mind, as they implement our financial plan from a biblical perspective.”
Richard & Molly L.Belmont, NC
"Working with Susan has been a fantastic experience! Her professionalism, knowledge and how much she cares for both our finances and us personally give us great peace and comfort."
Danielle & Russ WestCo-Founders of IntentionalMarriages.net
https://www.ronblue.com/wp-content/uploads/2023/11/father-and-son-sit-on-step-at-home-putting-on-boot-2022-04-11-15-17-08-utc-scaled-e1700168575271.jpg12841984Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2023-11-19 09:42:012023-11-20 09:01:55Stay in the Moment
https://www.ronblue.com/wp-content/uploads/2020/11/Veterans_day_podcast_web_thumbnail.png10801080Perry Danielshttps://www.ronblue.com/wp-content/uploads/2021/04/RonaldBlueTrust-Logo.pngPerry Daniels2023-11-05 09:41:172023-11-06 09:53:10“Wisdom for Wealth. For Life.” Episode 29: Thank You for Your Sacrifice: Honoring Our Nation’s Veterans
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. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S. *The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.**As of 6/30/23 and subject to change.
Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.
Essential Website Cookies
These cookies are strictly necessary to provide you with services available through our website and to use some of its features.
We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.
Google Analytics Cookies
These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.
If you do not want that we track your visit to our site you can disable tracking in your browser here:
Other external services
We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.
Google Webfont Settings:
Google Map Settings:
Google reCaptcha Settings:
Vimeo and Youtube video embeds:
The following cookies are also needed - You can choose if you want to allow them: