Suzanne Wheeler, CFP®, AIF®, CeFT®

Managing Director & Senior Wealth Advisor

Designations and Licenses

Suzanne is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® designee and a Certified Financial Transitionist®.

Experience and Education

For more than two decades, Suzanne has served as a trusted partner to clients as they navigate divorce, death, retirement, inheritance, legacy planning, and the day-to-day challenges life can bring. Her passion lies in being an advocate for clients as they develop goals. She creates plans that use various strategies to help clients meet those goals. Suzanne works with high-net-worth individuals, families, businesses, and foundations. Previously, she was co-founder and director of Adams Hall Wealth Advisors.

She holds a bachelor’s degree in finance with an emphasis in financial planning from Northeastern State University.


Suzanne was named to Forbes’ Top Women Wealth Advisors Best-in-State list, ranking #13 in Texas in 2023 and #22 in Texas in 2022. She was ranked #59 in 2023 and #74 in 2022 in North Texas on Forbes’ Best-In-State Wealth Advisors list.

Personal Interests

Suzanne works with a cause close to her heart, organ donation, as a volunteer of LifeShare of Oklahoma. Suzanne is an advisory board member of the Paul and Virginia Engler School of Business at West Texas A&M University. She also serves on the board of directors for the Panhandle-Plains Historical Museum and the Amarillo Symphony.

Suzanne enjoys attending charitable events in her community in her spare time, as she supports many. She also loves to travel, hike, and spend time with family.

Suzanne’s Offices

Best-In-State Wealth Advisors are selected for the Forbes rankings by SHOOK Research. Rankings for 2022 through 2023 were published in April 2022 and April 2023, and were based on June 30th data, including 1- and 5-year periods.

Top Women Wealth Advisors Best-In-State are selected for the Forbes rankings by SHOOK Research. Rankings for 2023 and 2022 were published in February and were based on September 30th data, including 1- and 5-year periods.

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