MEET OUR TEAM
SUZANNE J. BURRELL
Financial Advisor, Certified Financial Planner™
Suzanne Burrell, CFP®, is an Advisor with Capital Square, LLC. Suzanne focuses on clients serious about growing and effectively managing their wealth. She guides clients and their families to take charge of their financial future, living confidently today and in the years to come. Asset management within a financial planning framework is central, seeking optimum growth within her client’s risk/reward comfort zone while also addressing concerns and opportunities in risk management, estate planning, and tax planning. Asset management is the engine driving the growth of wealth while financial planning seeks to maximize resources and minimize risks.
Regarding her experience, Suzanne entered the investment industry in 2007 as an Advisor with a national brokerage firm but then moved into the fee-only environment working for wealth management firms such as Bellwether Investment Group, Guardian Wealth Management, and HHM Wealth Advisors. Her previous career as a Financial Manager for a commercial construction company followed 11 years owning an accounting services company.
Regarding her education, she attained the Certified Financial Planner™ professional designation in 2012 and maintains her Tennessee life and health insurance license. She completed the Executive Program in Financial Planning at the University of Georgia’s Terry College of Business and her undergraduate work at Carson Newman University. Through the years, Suzanne has served her community as President of the Ooltewah Council of the Chattanooga Chamber of Commerce, founder of Women Mean Business, and has been an active member of Estate Planning Council of Chattanooga, Kiwanis Club of Chattanooga, Chattanooga Women’s Leadership Institute, LeanIn Chattanooga, and First Baptist Church of Cleveland. Suzanne enjoys walking outdoors, dabbling in the yard and garden, and personal and professional reading. She and her husband Jerry play serious Canasta and plan travel around Jerry’s golf game, family in the Pacific Northwest, and connecting with friends. In town, they dote on their grandchildren and spend time with family. Suzanne and Jerry prioritize their faith, family, and friends, and life is good!
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.