Suzanne Wheeler, LUTCF

Financial Advisor & Operations Manager

Suzanne Wheeler joined KG Wealth Management in 2019 and is responsible for portfolio review and analysis, product review, application preparation, day-to-day trading and other client services. She has worked in the financial industry her entire 30+ year career, starting with 17 years on the NYSE and AMEX trading floors before moving into financial planning. Suzanne acts as a trusted advisor to her clients in more than financial matters and says, "I like to understand each client's full financial picture. I talk to them about their financial goals but also their hobbies and life expectations." In addition to her LUTCF designation, she has Series 7 and Series 66 licenses as a Registered Financial Para Planner and is pursuing a ChFC designation with the American College. In her spare time, Suzanne likes to travel, visit art museums, attend concerts, and cook for her family and friends.

Phone 301.260.2252
Fax 866.239.2996