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Susan Curry

Susan L. Curry
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

2520 Northwinds Pkwy

Suite 425,

Alpharetta, GA 30009-2200

Susan.curry@Truist.com

Phone 470-219-7428

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About me

Background

Susan Curry is a Financial Advisor and Director with Truist Investment Services, Inc. She is committed to your financial well-being and delivering solutions that best fit your circumstances. She offers clients more than 20 years of financial planning experience. Susan is a graduate of Georgia State University with a Bachelor of Science degree. She will help you develop a plan designed to meet your goals. She follows a disciplined process of assessing clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: Asset Allocation, Asset Management, College Planning, Education Planning, Estate Strategies, Financial Planning, Investment Advice, Investment Management, Investment Review, Investment Strategies, Portfolio Review, Retirement Planning, Risk management, Special needs Planning, Wealth Management, Wealth Planning & Wealth Transfer.

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

Education

Bachelors of Science
Georgia State University 1999

Personal Interests

Susan is a Dallas, Georgia native. 

Specialties

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

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • 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

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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