Suzanne Durbin
Expert in Fiduciary Financial Advice and Exit Planning for Business Owners | Tax Reduction Strategist | Advisory Team Facilitator
- Role
- Private Wealth Advisor and Level Four Business Solutions Practice Manager at Level Four Group
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Suzanne Durbin
Successful owners are deeply focused on running and growing the business while also…
Experience
Private Wealth Advisor and Level Four Business Solutions Practice Manager
Jan 2022 — Present · Atlanta, GA, US
Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment adviser. Insurance services offered through Level Four Insurance Agency, LLC. Level Four Financial, LLC, Level Four Advisory Services, LLC, and Level Four Insurance Agency, LLC are separate but related entities.
Education
Pathbuilders
Leadership Development Program
International House Barcelona
Spanish Language Immersion Course
2016 — 2016
IDEO
Hello Design Thinking Course, Design Thinking
IDEO
Designing for Change Certificate
Emory University
BA Political Science, BA French
1988 — 1992
Skills
- Wealth Management
- Behavioral Wealth Management
- Strategic Financial Planning
- High Net Worth Individuals
- Investments
- Retirement Planning
- Financial Planners
- Investment Advisory
- Asset Allocation
- Risk Management
- Business Planning
- Investment Management
- Estate Planning
- Trusts
- Financial Advisory
- Transition Planning
- Estate Tax Planning
- Wealth
- Finance
- Simplifying the Complex
- Relating to Clients
- Entrepreneurs
- Question Based Selling
- Key Account Management
- Workshop Facilitation
- Buy-Sell Agreements
- Exit Strategies
- Empty Nesters
- Certified Divorce Financial Analyst
- Wealth Management Services
- Portfolio Management
- Charitable Gift Planning
- Life Insurance
- Big Picture Thinking
- Asset Managment
- Millionaire Next Door
- Guided Wealth Transformation
- Divorce Planning
- Retirement
- Strategic Planning
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