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

In 2022, Suzanne was named to Forbes’ Top Women Wealth Advisors Best-in-State list, ranking #22 in Texas and Forbes’ Best-In-State Wealth Advisors list, ranking #74 in North Texas.
In addition, Suzanne has been quoted recently in the following articles:

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

1 https://thriveglobal.com/stories/volunteer-for-a-cause-you-are-passionate-about-with-suzanne-wheeler-and-beau-henderson/

2 https://medium.com/authority-magazine/5-things-retirees-wish-someone-told-them-before-they-retired-with-suzanne-wheeler-and-beau-hen-5f26acfd22bc

3 https://www.barrons.com/articles/retirement-issues-couples-need-to-talk-about-1544270400

The Forbes Top Women Wealth Advisors Best-In-State Wealth ranking by SHOOK Research is based on an algorithm of qualitative criteria, gained through due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings

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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