Susan S. Alexander
Sr. Financial Advisor at Blue Trust
- Role
- Senior Financial Advisor at Blue Trust
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Senior Financial Advisor
Oct 2004 — Present · Charlotte, NC, US
Blue Trust advisors apply biblical wisdom and technical expertise to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. With a nationwide network of 17 offices, we offer comprehensive financial services and objective advice to clients across the wealth spectrum. Our services include: • Financial, retirement, and estate planning • Investment management • Cash flow and budget planning • Charitable giving strategies • Personal trust and estate settlement • Business consulting services• Family Office • Professional Athlete services • Institutional services • Retirement plan consulting
Education
University of North Carolina at Chapel Hill
Bachelor of Science with Honors
1995 — 1999
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