Suzanne Burrell

Background

About Suzanne Burrell

Part of pursuing happiness is anticipating the future, muting noise to find clarity about what matters most, and choosing actions to align with your values and goals. Creating wealth is a very similar process. Through in-depth conversations and comprehensive analysis, I partner with clients so they can position themselves to live their best financial lives and pursue what is most important to them. Becoming a Certified Financial Planner™ professional integrated my experience with my education. My financial training started early. Working at a bank during college, teaching, owning an accounting services business, and evolving into an investment advisor: I use my wealth of knowledge, skills, and experience to motivate and challenge my clients to organize their financial world into a path of action. Although investment management is a core component, focusing on growing your net worth includes optimizing all your resources. Building strong relationships is a core value for me, whether one-on-one or within a community. Serving in leadership roles as Founder of Women Mean Business, President of the Ooltewah Council of the Chattanooga Chamber of Commerce, Kiwanis of Chattanooga Board member, various Chattanooga Women’s Leadership Institutes’ committees, First Baptist of Cleveland study leader and participating in the Money Quotient® Financial Life community, Estate Planning Council of Chattanooga, and Rotary of Cleveland represent my more recent involvements. In my leisure time, I value sharing time with my family, walking, gardening, and entertaining friends. Living well is both an art and a discipline. Clarifying your vision for the future sets the destination, and together we will create realistic steps to get you there. As your financial partner and advocate, we collaboratively work through what is helpful (or not) and worth the investment. People create their future by decisions they make today. Know your future by creating it now!