Wealth Advisor and Business Services Specialist in Atlanta, Georgia
Suzanne is a Wealth Advisor and the Business Services Specialist based in Atlanta, GA. A seasoned advisor for more than 20 years, she has served the needs of high-net-worth families including business owners, Fortune 500 executives and professionals. She provides the strategic delivery of: financial planning; investment and asset management; business growth, succession, and exit planning; risk management and insurance; and estate and legacy planning.
Suzanne has developed differentiated expertise to solve the unique challenges faced by entrepreneurs, as well as unlock new opportunities. As the Business Services Specialist, she connects business owners to strategic financial solutions to leverage the value of their most valuable asset- their business- and manage their assets after an exit. Suzanne is a founding member and former Chair of VirtualBoard Atlanta, an organization where entrepreneurs leverage the power of a peer group to prepare themselves and their business for a successful exit and life post-sale.
Prior to joining Level Four, Suzanne was an Equity Partner and Senior Wealth Advisor with one of the nation’s largest independent Wealth Advisory firms. She also served as the Director of Client Experience and Strategy at Altera Advisors, a fiduciary advisor for private alternative investments. Suzanne is proud to be recognized as a Five Star Wealth Advisor.
Suzanne holds her Series 65 (held with Level Four Advisory Services, LLC) and Series 7 (held with Level Four Financial, LLC) licenses, and the Chartered Financial Consultant (ChFC®) designation. She graduated from Emory University with a Bachelors of Political Science and French.
Suzanne is entrenched in the Atlanta community through lifelong involvement in more than a dozen organizations, including the Emory University Gift Planning Advisory Council, Visions Anew Institute, and Sandy Springs Together. She and her husband Mark live in Sandy Springs with their two rescued West Highland Terriers.
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.