Financial Services in Lexington, KY
Financial Services
Capital Strategies Group, LLC by Meridian Wealth Management, LLC. is a fiduciary advisory team founded by Suzanne Powell and located in downtown Lexington, Kentucky. Suzanne follows a strict process that she implements and adheres to with every client, which includes a retirement plan, cash flow planning and investment management services.
Suzanne is Vice-President of Meridian Wealth Management. Prior to joining Meridian, she was Vice President of investments for J.P. Morgan Chase and Wells Fargo. With a career spanning over 20 years, she has earned a reputation as an advisor who always answers your call.
859-806-8368
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Worldwide > United States > Lexington > Financial Services