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Suzanne Hailey Presley

Advisor at Gladstone Wealth Partners — Stockbridge, GA

Updated today

Credentials

Series 65

Experience

2 years

Location

Stockbridge, GA 30281

Gladstone Wealth Partners logo

Gladstone Wealth Partners

Multi-team

Total advisors

98

Across 40 offices

Clients per advisor

85 High

Avg AUM per client

$675,237 Typical

HNW client ratio

27% High

About

Suzanne Presley is a financial advisor at Gladstone Wealth Partners with two years of industry experience. She holds the Series 65 designation and has prior experience with Cetera Advisors, LLC and Pyke & Associates, PC. Outside of her advisory role, she owns a law firm, Pyke, Presley and Associates, P.C., and manages a document portal for health care directives and personal health information. Gladstone Wealth Partners provides investment management, financial planning, and retirement-plan consulting to a diverse client base that includes individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm operates through a network of independent advisers, offering discretionary portfolio management, access to third-party managers, ongoing consulting, and specialized retirement-plan services.

Client services

Based on Gladstone Wealth Partners

Financial planning Portfolio management Selection of other advisers
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral services

Expertise

Based on Gladstone Wealth Partners

Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Gladstone Wealth Partners

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning and consulting services, generally negotiated and agreed upon prior to engagement

Percentage

$0 - varies by program and manager: up to 2.00% annually (negotiable, tiered fee schedules available depending on program and manager)

Other

Account minimum: $0 to $100,000 (dependent on program or third-party manager, waivable at discretion)

Location

See office

Stockbridge, GA

340 Corporate Center Ct.

Stockbridge GA 30281

Advisors at this office

1

Most active in

Georgia · Texas

Work history

2 years of industry experience

Gladstone Wealth Partners

2024 - Present • 2 years

Stockbridge, GA

Cetera Advisors, LLC

2017 - Present • 9 years

Denver, CO

Pyke & Associates, PC

2003 - Present • 23 years

Stockbridge, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Chris M

CFP®

Fayetteville, GA

Purpose Financial Planning

Hi, I'm Chris. I’m a CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®, and founder of Purpose Financial Planning. Having spent years in the industry, I noticed a need among younger families who didn’t have access to the type of financial advice they were looking for. With limited options, many were having to turn to robo-advisors, YouTube videos, and Reddit forums to try and figure it out on their own. But there's just too much to keep up with for busy families trying to navigate work and family. Who has time to also become an expert on saving, investing, taxes, retirement, and every other financial discipline? I set out to change that when I launched Purpose Financial Planning – a boutique firm that works exclusively with young Christian professionals, business owners, and their families. Rather than focusing on retirees, I wanted to help families who are working to build wealth today. In fact, having access to professional advice and biblical wisdom now means the benefits can compound over decades! Purpose Financial Planning exists to help young families live out God’s Purpose through good financial stewardship. As your personal CFO, I focus on your financial picture so that you can focus on the things that matter to you... things like family and your career. My typical clients are high-earning professional or business owner in their 30s or 40s. They are working hard to balance the demands of your family and career. They want to feel confident they're making the right financial decisions for their family's future. They want a financial advisor who shares their values and can help them build their wealth while enjoying an abundant and generous life. Reach out to schedule a free intro call with me to see if we might be a good fit!

Business ownership considerations Founder/Business Owner Christian Faith Based Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Kevin W

Series 63, Series 66, Series 65

McDonough, GA

GAMSG Financial Advisors LLC

Kevin Webb is a financial advisor with GAMSG Financial Advisors LLC in McDonough, GA, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. He is also the CEO and sole owner of Genesis Asset Management Strategies Group, an insurance brokerage firm specializing in employee benefits, property and casualty, health, and life insurance. Webb has been involved with Genesis since 2013 and joined GAMSG Financial Advisors in 2022. GAMSG Financial Advisors primarily serves individual retail investors through discretionary portfolio management and financial planning, along with consulting for employee benefit plans such as 401(k) programs. The firm employs a diversified investment approach using ETFs, mutual funds, equities, and fixed income instruments, and maintains an active pension consulting practice.

Passive / index investing Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management
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Andrew B

CFP®, Series 65

Conyers, GA

Brown Wealth Management, LLC

Andrew Brown is the sole advisor at Brown Wealth Management, LLC in Conyers, GA. He holds the CFP® designation and a Series 65 license, with 20 years of industry experience. Brown has managed his independent advisory firm since 2002. Brown Wealth Management serves individual and high-net-worth clients as well as pension plans, foundations, and other institutional entities. The firm operates as a fee-only fiduciary, providing tailored portfolio management and financial planning services, and is notable for its active work with pension plans and charitable organizations alongside a diverse investment approach.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Retired
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Darrell R

Series 65

Morrow, GA

Stewardship Edge Capital, LLC

Darrell Russell is the sole advisor at Stewardship Edge Capital, LLC, holding a Series 65 designation with seven years of industry experience. He has managed portfolios at Stewardship Edge Capital since 2018 and has prior experience with High Net Wealth, LLC beginning in 2014. Stewardship Edge Capital is a state-registered investment adviser providing discretionary portfolio management through separately managed accounts to individual clients, including high-net-worth investors. The firm employs a long-term value investing approach focused on fundamental and qualitative analysis to identify companies with durable competitive advantages, offering both a General and a more concentrated Focused portfolio strategy.

Active portfolio management Concentrated stock management
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Bruce D

Series 63, Series 65

Ellenwood, GA

Resources Asset Management LLC

Bruce Dobbs is a financial advisor at Resources Asset Management LLC with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Resources Asset Management, he was involved with Singh Biotechnology for six years and Gotcha Goat LLC for eight years. He is also active in drug development through Singh Molecular Medicine Inc. and works as an insurance agent with American Family Insurance. Resources Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, and estates. The firm uses an active, asset-allocation-driven approach incorporating fundamental, quantitative, and technical analysis, and acts as a wrap fee program sponsor offering model-based strategies and educational seminars.

General retirement planning Income planning Wealth management Charitable giving & philanthropy
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Latavius P

Series 63, Series 65

McDonough, GA

CSG Wealth Management

Latavius Powell is the sole advisor at CSG Wealth Management in McDonough, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has led CSG Wealth Management since 2010. Outside of advising, he holds a real estate license and is involved in a Wyoming-based film production company as well as a local trucking business. CSG Wealth Management serves a small client base primarily composed of professional athletes, offering consulting, written financial planning, and investment management services. The firm employs a value-oriented investment approach, using both fundamental and technical analysis with portfolios tailored to client objectives.

Debt management Cash flow / budgeting General tax planning Professional Athlete
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