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Susan Potter

Susan E. Potter
Vice President Medical Wealth Advisor Truist Bank

200 W Vine St

Lexington, KY 40507-1612

Susan.Potter@Truist.com

Phone 859-253-6906

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About me

Background

Susan Potter is a Medical Wealth Advisor with Truist Bank, supporting high-net-worth clients through retirement, business transition planning, risk and investment management, and other financial services for over three decades.

She focuses on understanding and getting to know her clients and their families’ goals with a comprehensive approach that starts with planning. Susan believes that if you don’t understand where you’re going, it’s hard for you to get there—and if you start with a plan and refer back to it, it’s hard to get lost. She’s spent her career helping clients and their families develop and stick to their plans. 

Susan began her career at First Security Bank and helped start the Unified Banking Company before joining Truist in 2010.  

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, Kentucky, Susan earned a B.B.A. from the University of Kentucky. She currently serves on the board of Lexington Medical Society Foundation and has served as a volunteer with the Alzheimer’s Association, Care Navigators, United Way, Lexington Medical Society Golf Committee, Lex Arts Campaign (physician co-chair), CASA, Lexington Humane Society, Habitat for Humanity, and Copperfieldlex.org (treasurer). She’s also a member of Leadership Lexington (Class 1996–97).

Susan has two children, Will and Maggie, and enjoys lake time, kayaking, skiing, gardening, hiking, yoga, and anything outdoors. She loves a challenging home project and working with tools, but what’s most important to her is spending time with family and walks with her Dachshund, Max. 

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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