Frances Suarez-Schmidt is a Vice President and Client Specialist in Edge Capital’s Dallas office. As a CERTIFIED FINANCIAL PLANNER™, she 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 wealth advisors.
Raised in Miami, Florida, she earned her Bachelor of Science degree in Public Relations at the Florida International University and completed the Columbia University’s Master of Professional Studies in Wealth Management.
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.
