suzanne powell

Meridian Wealth Management

Over two decades as a financial advisor, Suzanne Powell has built long-term relationships with clients and earned a reputation for always answering their calls, serving at JPMorgan Chase Bank, Wells Fargo Advisors and now as vice president with Meridian Wealth Management, LLC.

“Among our team of advisors and support staff, Meridian offers more than 300 years of experience in the financial industry,” Powell explained. “The most important lesson I’ve learned over the years of advising clients is to diversify, diversify, diversify. This applies to stocks, types of investments and sources of income.”

Last year, Powell published “The Ultimate Money Moves For Women

Over 50,” distilling her broad range of experience into a book that quickly became a top-ranked seller on Amazon. One of the key lessons shared in its pages is to encourage readers to work with fiduciaries when it comes to their financial needs.

“And my biggest piece of advice for business people would be to not take their clients for granted,” she added. “Your relationships are the most important thing, so don’t get complacent.”

100 W Main St. #450, Lexington, KY 40507

859-543-4516

Suzannepowell.com