Susan Atchison
Director
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
Director
Financial Advisor
Investment Services Group
Truist Investment Services, Inc.
9919 Haynes Bridge Rd
Alpharetta, GA 30022-5032
About me
Background
Susan Atchison is a Director with Truist Investment Services, Inc. offering over 25 years of financial services, retirement planning, and investment management experience. Susan’s focus is advising on the development and implementation of investment strategies to help clients address their immediate and future goals. She follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. She also consults on risk management, retirement planning and other critical financial strategies.
Registered Representative Truist Advisory Services, Inc. Truist Investment Services, Inc.
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Personal Interests
Susan enjoys spending her free time with her husband (Andrew) and Daughter (Jessica) and son (Jake) and their dog Murphy. She also enjoys playing tennis and skiing.
Specialties
Financial planning
Risk management
Investment management
Estate planning
Philanthropy
Financial education
Business management and planning
Investment planning
Locations
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Map
9919 Haynes Bridge Rd,
Alpharetta, GA 30022-5032
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Map
2600 Old Milton Pkwy,
Alpharetta, GA 30009-2145
3.4 Miles
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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