Suzanne Wheeler

Meet Suzanne.

Suzanne Wheeler supports clients through divorce, bereavement, retirement, inheritance and other financial transitions. She works with high-net-worth individuals, families, businesses and foundations, helping them define goals and build plans around those priorities. Her background includes co-founding Adams Hall Wealth Advisors, and she holds the Certified Financial Transitionist designation.

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Areas of focus

Life transitions · Divorce planning · Retirement planning · Legacy planning

Credentials recorded in sources

CFP®, AIF®, CeFT®

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Portrait source

Photo matched to official biography · 2026-09-16

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Mariner

8 listed professionals

Mariner provides wealth planning and investment management alongside tax, estate, trust and executive planning services. Its advisor biographies describe personalized work with individuals, families and business owners.

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