Susan Potter

Susan E. Potter
Wealth Advisor Truist Bank

200 W Vine St

Lexington, KY 40507-1612

About me

Background

I’m a Wealth Advisor with Truist Wealth, supporting high-net-worth clients through retirement, business transition planning, risk and investment management, and other financial services for over three decades.

I focus on understanding and getting to know my clients and their families’ goals with a comprehensive approach that starts with planning.  I believe 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. I’ve spent my career helping clients and their families develop a stick to their plans. Along with a team of Truist professionals I will, like a financial architect, develop and execute strategy and serve you with unparalleled dedication.

I began my career at First Security Bank and helped start the Unified Banking Company before joining Truist’s predecessor firm, BB&T, 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, KY, I earned a B.B.A. from the University of Kentucky. I currently serve on the board of Lexington Medical Society Foundation and have 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). I’m also a member of Leadership Lexington (Class 1996-97).

I have two children, Will and Maggie, and enjoy lake time, kayaking, skiing, gardening, hiking, yoga, and anything outdoors. I love a challenging home project and working with tools, but what’s most important to me is spending time with my family and walks with my 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.

Accomplishments

BB&T AAA Advisor
BB&T Wealth 2019
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