Suzanne Kim, CFP®, CEPA

Managing Director Wealth Advisor Truist Bank

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.