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 a range of strategies to help clients meet those goals. Suzanne works with high-net-worth individuals, families and foundations. Previously, she was cofounder 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.

Accolades

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 #74 in North Texas in 2022 on Forbes’ Best-In-State Wealth Advisors list.

Personal Interests

Suzanne works with a cause close to her heart, organ donation, as a member of the LifeShare of Oklahoma governing board of directors. She also serves on the board of directors for Opportunity School and the Panhandle-Plains Historical Museum.

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

Suzanne’s Offices

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

Top Women Wealth Advisors: Advisors 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.

For full disclosures, click here.

Third party rankings and recognitions are no guarantee of future investment success and do not ensure that a client will experience a certain level of performance or results. These ratings should not be construed as an endorsement of the adviser nor are they representative of client evaluations. Generally, ratings, rankings, and recognition are based on information submitted by the adviser.

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