Frances Suarez is a Client Specialist in Edge Capital’s Dallas office. Frances brings a wealth of expertise in providing comprehensive support throughout the entire client engagement process. She helps to ensure a superior level of service for new clients and delivers ongoing support and assistance alongside portfolio managers and senior financial advisors.
Raised in Miami, Florida, she earned her Bachelor of Science degree in Public Relations at the Florida International University and is currently pursuing a master’s degree in Wealth Management at the Columbia University School of Professional Studies. She obtained her Accredited Wealth Management Advisor certification in 2022.
Prior to joining Edge, Frances worked with multiple advisors in an RIA as a Senior Wealth Advisor Associate.
In her free time, Frances enjoys exploring the city of Dallas with her golden retriever Mosie and traveling to visit her family and friends.