Suzanne Kim,
CFP®, CEPA
Managing Director
Wealth Advisor
Truist Bank
Managing Director
Wealth Advisor
Truist Bank
8200 Greensboro Drive
10th Floor,
McLean, VA 22102
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.
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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 pickleball, 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.
