Guardian Capital Advisors

Suzanne Barham

Suzanne G. Barham, AIF^®, CDFA^™

Suzanne is a lifelong North Carolinian, born in Fayetteville, raised in Greensboro and educated at North Carolina State University in Raleigh. After graduating from NCSU with a degree in accounting, she joined the Raleigh office of Merrill Lynch. During these years, she worked with individuals and families to plan for their financial goals.

Suzanne has an extensive background collaborating with businesses to design, implement, and maintain their retirement plans. Her partnership with investment committees and business owners ensures they receive the utmost fiduciary care to protect their 401(k) Plan, the business and the committee members. Suzanne also provides education to Plan participants, which is prudent in helping them reach their retirement goals. She strives to provide the highest level of service to her clients, while working closely with them to plan and implement ways to protect and grow their assets. Together, she helps them to plan for retirement income distribution and to identify efficient ways to pass assets to the next generation.

Suzanne is licensed for life, accident and health, and long-term care insurance. She has earned the Accredited Investment Fiduciary (AIF^®) designation at the Center for Fiduciary Studies. She also has obtained the Certified Divorce Financial Analyst (CDFA^™) designation and is currently a member of the Institute for Divorce Financial Analyst (IDFA^™).

Suzanne is an active member of Edenton Street United Methodist Church. In her spare time, she enjoys spending time at the beach, gardening and attending NC State football games.