Suzanne Powell

About Suzanne Powell

With over 20 years of expertise in managing complex financial portfolios and designing multi-generational wealth strategies, Suzanne delivers an unparalleled advisory experience—built for clients who expect precision, discretion, and results.Her clients have built successful lives and careers. They choose to work with Suzanne because she offers more than advice—she offers a bespoke strategy, grounded in a deep understanding of the complexities that come with wealth.At the heart of Suzanne’s advisory practice is her Align & Anchor™ Process, a framework designed to align wealth with purpose and anchor financial futures with intention. Her process begins with personalized retirement planning, defining spending goals, followed by meticulously crafted asset allocations that budget risk based on objectives. For clients, this means a financial strategy that doesn’t just withstand market shifts—but evolves in real time.As a fiduciary, Suzanne is committed to the highest standard—acting solely in her clients’ best interests. But what truly sets her apart is how she delivers that responsibility: every recommendation is intentional, every plan customized. Complex financial concepts are explained with clarity, empowering clients to make decisions with confidence. Suzanne conducts semi-annual reviews to ensure that every plan remains relevant.Suzanne’s clients live life on their own terms—relocating, traveling, and pursuing passions around the world. She ensures that as life evolves, their wealth remains a foundation for freedom, sustaining the lifestyle they’ve earned while securing the legacy they’ll leave.Suzanne’s journey began on a full scholarship in computer engineering at Wayne State University before pivoting to her true passion—finance. She earned her Bachelor of Science in Finance, with a concentration in Financial Planning from Southern New Hampshire University, which reflects her dedication to the most advanced standards in financial planning.Passionate about giving back - for 10 years, Suzanne has served on the board of Arbor Youth Services, a Lexington shelter supporting at-risk youth.Suzanne resides in Lexington, KY, with her husband Chris, their children, and dogs. She divides her time between Lexington and Meridian Wealth’s office in The Villages, Florida. When not collaborating with clients, Suzanne enjoys traveling, reading, and cheering at her kids’ sporting events.If you’re ready for an amazing advisory relationship—one built on strategy, sophistication, and success—schedule a meeting at: suzannepowell.com

Experience

1. Vice President - Investments

   Meridian Wealth Management, Llc

   Nov 2016 — Present · Lexington, KY, US

   I provide comprehensive retirement and financial planning and advisory services for individuals and families. I work with retirees and pre-retirees, highly compensated employees and business owners. My focus is on retirement planning, investment management, tax planning, estate planning and managing risk.

Education

• Southern New Hampshire University

  Bachelor of Science - BS, Finance with a concentration in Financial Planning

• Wayne State University

  Computer Engineering

  1996 — 1997

• Wayne State University

  Business

  1997 — 2000

Skills

• Investment Strategies
• Asset Protection
• Customer Service
• Retirement Income Planning
• Financial Markets
• Wealth Management Services
• Wealth Accumulation Strategies
• Investment Management
• College Savings Plans
• Management
• Retirement
• Bonds
• Financial Analysis
• Asset Allocation
• Banking
• Mutual Funds
• Small Business
• 401(K) Retirement Savings Plans
• Personal Finance
• Holistic Financial Planning
• Retirement Planning
• Finra
• Series 7
• Finance
• Insurance
• Wealth Preservation Planning
• Wealth Management
• Tax Efficiency
• Dynamic Asset Allocation
• Financial Advisory
• Financial Planning
• Iras
• Financial Services
• Investments
• Estate Investment Planning
• Sales
• Qualified Retirement Plans
• Securities