Suzanne Wheeler

Suzanne Wheeler General Information

Biography

Ms. Suzanne Wheeler co-founded and served as the Vice Chairman, Client Development at Adams Hall Asset Management. She has more than two decades of experience in the financial industry and specializes in high-net-worth individuals and families. She works with individuals to develop goals, and she creates plans that use a range of strategies to meet them. Prior to the founding of Adams Hall, Ms. Suzanne worked for a local accounting firm. She has a bachelor's degree in finance, with an emphasis in financial planning, from Northeastern State University. She is an Accredited Investment Fiduciary designee, a CERTIFIED FINANCIAL PLANNE professional and has passed the Series 63 and 65 exams. She serves on the Adams Hall Leadership Council and is a member of the National Association of Personal Financial Advisors. Suzanne is also a member of the LifeShare of Oklahoma Governing Board of Directors.