Susan S. Alexander
About
Susan
Susan Alexander serves clients in both the Private Wealth and Everyday Steward® divisions from our office in Charlotte, North Carolina and is a partner of Blue Trust.
As a CERTIFIED FINANCIAL PLANNER® 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 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, she enjoys serving on the Mercy Committee at her church and the Young Life Dominican Republic Committee. Susan also volunteers as a coach for a Charlotte NICA youth mountain biking team.
“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.”
"My wife and I began working with the firm nearly 20 years ago. Susan Alexander has personally handled our account for the past 17 years. She knows our financial goals and is well qualified and knowledgeable to provide guidance and advice. Susan is responsive, a pleasure to work with, and brings a biblical perspective to our planning and decisions as stewards of God’s gifts. We consider her like family as our sons have also entrusted Susan with their financial planning."
