Susan Atchison

Susan Atchison
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

9919 Haynes Bridge Rd

Alpharetta, GA 30022-5032

susan.atchison@truist.com

Phone 770-810-3514

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About me

Background

Susan Atchison is a Director with Truist Investment Services, Inc. offering over 25 years of financial services, retirement planning, and investment management experience. Susan’s focus is advising on the development and implementation of investment strategies to help clients address their immediate and future goals. She follows a disciplined process of assessing a client’s financial situation, determining risk tolerance, forming and executing an appropriate investment plan, and regular portfolio rebalancing in order to obtain measurable results. She also consults on risk management, retirement planning and other critical financial strategies.

Registered Representative Truist Advisory Services, Inc. Truist Investment Services, Inc. 

Check the background of this investment professional on FINRA's BrokerCheck

Personal Interests

Susan enjoys spending her free time with her husband (Andrew) and Daughter (Jessica) and son (Jake) and their dog Murphy. She also enjoys playing tennis and skiing.

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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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

Locations

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