2 minute read
Meridian Wealth Management
from TOPS May 2024
Suzanne Powell
With over two decades as a financial advisor, Suzanne Powell, Vice President of Meridian Wealth Management, has earned a reputation for always answering her client’s calls. “At Meridian Wealth Management, I love the relationships I have built with my clients, and they appreciate me, my consistent communication, and the wealth management process we have in place,” Suzanne explains. The foundation of this process includes a strategic longterm plan, proper diversification, and budgeting risk based on the specific goals and needs of each client.
Powell opened an office in The Villages in Florida—which caters to clients 55 and up, who need the peace of mind that comes from working with a skilled fiduciary advisor. She says, “We love that our clients have the opportunity to live their best lives because of the planning and guidance that we bring to every advisory client relationship.”
Suzanne is enthusiastic about empowering women with the knowledge they need to make informed financial moves. Lots of this valuable advice can be found in her book
The Ultimate Money Moves for Women over 50 (available at Suzannepowell.com/book and on audiobook).
859.806.8368 | 100 W Main St, Ste 450 | Lexington, KY | SuzannePowell.com
Advisory Services through Meridian Wealth Management, an SEC Registered Investment Advisor