Verified recordFinancial Services

Suzanne Barham

Financial Advisor at Edward Jones

Based in Raleigh-Durham-Chapel Hill, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Raleigh-Durham-Chapel Hill

Industry

Financial Services

Company size

46K

Contact information

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Email

1 credit

s•••••••@edwardjones.com

Phone

5 credits

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Background

About Suzanne Barham

As a financial advisor with Edward Jones my passion is growing the deep relationships that help my clients, and often their families, achieve their dreams. That frequently involves clarifying goals and visions; and exploring all the possibilities the future may hold. Over time, these trusted connections help me to be a guide by their side whenever their needs change. I’ve always been drawn to finance, maybe because I was introduced early in life—from babysitting, to waitressing as soon as I was able. I remember proudly creating piles for spending and saving. This gave me a glimpse into the many ways in which financial independence can open the doors to options and opportunities. I earned an accounting degree from NCSU, and am fortunate to call on a deep well of experience stemming from over 25 years in financial services. My early years at Merrill Lynch, where I rose through the ranks from wire operator to VP, introduced me to investing and wealth management. And mentors along the way taught me that the most important part of investing is the trust you build. My goal is to build deep and meaningful relationships with my clients. With a comprehensive financial strategy we can lay the groundwork for a secure retirement, provide protection, impact the world around us with philanthropic contributions and leave a legacy through generational wealth. I joined the Edward Jones family because I was drawn to the client-first philosophy that aligns well with my commitment to providing service excellence. I also appreciate the strong technical and advisory support that helps me provide even broader perspectives and guidance. In addition to my work with clients, I enjoy giving back through volunteering in various capacities in my home community of Raleigh, spending time with family and friends and relaxing at the beach whenever I can. I would love to answer any questions you may have, and encourage you to contact us to see if we might be a good fit to partner with For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

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