Bellwether Investment Group, LLC has expande their advisory team in Chattanooga by adding Suzanne J. Burrell, CFP. Ms. Burrell joined the firm after working in the industry since 2007 and earning her Certified Financial Planner designation in 2012. Most recently, she comes to Bellwether Investment Group, LLC from Guardian Wealth Management, Inc. Ms. Burrell focuses on asset management as well as insurance, tax and estate planning review.
"Suzanne is an excellent addition to our team of fee-based portfolio managers and has the experience and passion to give clients exceptional service," said Sandy Maddox, Bellwether managing partner. "We believe Suzanne will thrive at Bellwether."
Having lived most of her life in Cleveland she is a cum laude graduate of Carson Newman University and completed her Certified Financial Planner designation requirements through the Terry School of Business at the University of Georgia. Married since 1981, Ms. Burrell and her husband, Jerry, have two grown children.
"Having known Sandy Maddox for over 25 years, Bellwether Investment Group, LLC was an obvious choice," said Ms. Burrell. "Bellwether’s fee-based platform aligns my client’s best interests with my own so that is a win-win scenario. The firm’s commitment to providing the environment and tools to excel in managing my client relationships and achieve my growth goals was also clear. Bellwether has given me a warm welcome, and it is a distinct pleasure to be a part of the firm."
Ms. Burrell is in the Bellwether main office at Liberty Tower, Suite 1210, 605 Chestnut St. She can be reached at 877-6708 x2 or at SuzanneBurrell@BellwetherInv.com.