Suzette Fenton

Suzette Fenton, CRC®, CWS®
Financial Advisor Private Client Group Truist Investment Services, Inc.

270 N Kimball Ave

1st Floor,

Southlake, TX 76092-6676

About me

Background

As a Financial Advisor with Truist Investment Services, Inc., I offer clients more than 34 years of financial services, retirement planning, and investment management experience. I draw on my extensive banking background, which includes working with affluent individuals and institutional investors.  My experience has provided me with the knowledge and skills to understand not only the personal financial needs of my clients, but also the business and economic trends that affect them.  

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

Education

B.B.A. Finance
Texas Tech University 1983

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

  • 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

To
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