Suzanne Kim

Suzanne Kim, CFP®, CEPA
Wealth Advisor Truist Bank

4020 University Dr

Suite 200,

Fairfax, VA 22030-6802

About me

Background

Suzanne Kim is a Managing Director and Senior Wealth Advisor with Truist Bank. She has over twenty years of experience working with high net-worth business owners, individuals, and their families. Suzanne helps her clients take a comprehensive and strategic approach to managing their wealth. Utilizing an in-depth financial needs assessment and, in partnership with specialists in banking, strategic credit, investment, risk management, trust and estate planning, she develops recommendations tailored to her clients’ needs, goals and priorities. She focuses on solutions and implementation and enjoys understanding the critical aspects of her clients’ financial life.   

Suzanne graduated from the University of Virginia and the American Bankers Association Graduate Trust School. She is a CERTIFIED FINANCIAL PLANNER™ professional and maintains the Certified Exit Planning Advisor (CEPA) designation. Additionally, she holds the Series 7, 63 and 65 securities registrations, and the Virginia life, annuities and health insurance licenses. 

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

Education

B.S.
University of Virginia 1990

Personal Interests

Suzanne lives in Northern Virginia with her husband, two children and dog. She enjoys traveling, playing tennis, and spending time with family and friends. She is a member of the Northern Virginia Estate Planning Council, Korean American Scholarship Foundation, and the Community Foundation of Northern Virginia.

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.

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