Suzanne Burrell, CFP®, is an Advisor and Certified Financial Planner ™ professional with Capital Square, LLC.  She focuses on clients serious about growing and effectively managing their wealth. Asset management is central, seeking optimum growth within her client’s risk/reward comfort zone while also addressing concerns and opportunities in retirement planning, risk management, estate planning, and tax planning. 

Suzanne entered the investment industry in 2007 as an Advisor with a national brokerage firm and then transitioned into fee-only environment as an Advisor for wealth management firms. Her previous career as a Financial Manager for a commercial construction company followed 11 years owning an accounting services company. 

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, and Lean In Chattanooga. 

Suzanne enjoys walking outdoors, doting on grandchildren, playing serious Canasta, and traveling to spend time with family and friends.  Suzanne and her husband 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.