CAPITAL · MARKETS · WEALTH · PERSPECTIVEDiscover more with Perimeter Desk
The Perimeter
Get financial guidance
Menu
What changed? ↗
← All advisor profiles

PUBLIC-SOURCE PROFILE

Suzanne Wheeler

Managing Director & Senior Wealth Advisor

Mariner

Amarillo, Texas

BACKGROUND & PLANNING FOCUS

Get to know 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.

Life transitionsDivorce planningRetirement planningLegacy planningCFP®AIF®CeFT®
Reported firm
Mariner
CRD number
Not listed in this profile
Minimum investment
Ask the professional
Fees & compensation
Confirm directly before engaging

BEFORE YOU MAKE A DECISION

Start with better questions.

  • Which services and experience are most relevant to my situation?
  • In what capacity would you work with me, and when would you act as a fiduciary?
  • What would I pay, including commissions, product costs, and any referral fees?
  • Who holds my assets, and how would we communicate and measure progress?

Check the current official record.

A directory listing is not a current registration check, endorsement, or indication that a professional is accepting clients.

FINRA BrokerCheck SEC investment adviser search

SOURCES & FRESHNESS

Know where the information comes from.

Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

Official biography office

Suggest a correction ↗

THE RIGHT CONVERSATION STARTS HERE

Find help for the financial decisions ahead.

Start with your priorities, explore relevant profiles, and tell us whether you’d like help arranging a conversation.

Find your match Ask our team to follow up ↗You choose how to be contacted. No obligation.