Susan Potter

Susan E. Potter
Vice President Medical Wealth Advisor Truist Bank

200 W Vine St

Lexington, KY 40507-1612

About me

Background

Susan is a Medical Specialty Wealth Advisor at Truist, supporting high-net-worth physicians through retirement, business transition planning, insurance solutions and investment management.

She focuses on getting to know her clients and understanding their family goals, using a comprehensive approach that starts with planning. She believes if you don’t understand where you’re going, it’s hard for you to get there—but if you start with a plan and follow it, it makes it less difficult to get lost. Susan has dedicated her career to helping clients and their families construct and stick to a plan. Along with her Truist team, which specializes in healthcare, she acts as a financial architect that will help you build a family plan of your own.

Susan began her career at First Security Bank in Lexington and helped start Unified Banking Company, before joining Truist’s predecessor, BB&T, in 2010.  

Susan has two children, she enjoys lake time, traveling, kayaking, hiking, yoga and anything outdoors. She loves a challenging home project, but what’s most important is spending time with family, friends and walks with her Dachshund, Max.

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

Education

B.S. Business Administration
University of Kentucky 1981 1985

Personal Interests

A lifelong resident of Lexington, KY, she earned a B.A. from the University of Kentucky. Susan has served as a volunteer with the Alzheimer’s Association, Care Navigators, United Way, Past Board Member Lexington Medical Society Foundation & Lexington Medical Society Golf Committee, Lex Arts Campaign (physician co-chair), CASA, Lexington Humane Society, Habitat for Humanity, Leadership Lexington and Copperfieldlex.org.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

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

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

Accomplishments

AAA Award
Truist 2019
*The “AAA” Award Program will recognize and reward Private Advisors for being true Advisors, Ambassadors, & Acquirers for their clients, community, & team while also maintaining a high level of sales production.
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