Scott Suarez

Scott D. Suarez, CFP®
Senior Vice President Wealth Advisor Truist Bank

740 Battery Ave

Suite 8500,

Atlanta, GA 30339

Scott.Suarez@Truist.com

Phone 404-720-9261

Get directions

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About me

Background

As a Wealth Advisor at Truist since 2006, Scott helps clients take a comprehensive and strategic approach to financial planning. Utilizing an in-depth financial needs assessment, and in partnership with Truist specialists in banking, strategic credit, risk management, investments, and trust and estate planning, Scott develops recommendations tailored to his clients’ needs, priorities, and preferences. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of Business Administration
University of Georgia, Terry College 2010
History, BA
Tulane University 2003

Personal Interests

Scott lives in Sandy Springs with his wife, Liza, and two children, Emily and John.  He is an alum of Holy Innocents Episcopal School, where his wife is on faculty and their two children attend.  When not in the office or attending school functions, Scott and his family enjoy traveling and spending time with extended family. Scott is also a student and coach at Gracie Barra Georgia.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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