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Phillip Suarez - Financial Advisor in Bethany, OK

Phillip Suarez

Financial Advisor

5.0
(1)
I started with Edward Jones as an intern in 2008 while attending Oklahoma Baptist University in Shawnee, Oklahoma. While at school, I had the grandiose dream of being a professional drummer and touring the world after college. I was enterin...... Show More
Location & Business Hours
Friday
08:00AM to 04:00PM
Saturday
closed
Sunday
closed
Overall Ratings
5.0
(1)
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Reviews from Web
  • 5.0
    google
    S
    Spence F
    Posted on May 13th, 2017 12:00 AM
    Phillip Suarez has been helping my wife and I out. He is very smart. Nose what he's doing. We have full trust in him. We can't forget about Paula she has always been in a good mood and keeps us laughing.
  • 1 of 1
    About
    I started with Edward Jones as an intern in 2008 while attending Oklahoma Baptist University in Shawnee, Oklahoma. While at school, I had the grandiose dream of being a professional drummer and touring the world after college. I was entering my senior year and would be getting married that August. Being the natural I was at risk management, I decided to have a "backup plan," which brought me to Edward Jones. It didn't take long to realize the impact I could have as I served families with their financial needs. I decided right then that being a rock star would be my new "backup plan." I have been serving clients locally and throughout the United States in my branch office in Bethany, Oklahoma. When you meet our team, it will be very apparent that our goals and processes are aligned to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life.In addition to serving my clients, I enjoy serving my community and other Edward Jones financial advisors. I sit on several boards in the Bethany area and am a past president and past lieutenant governor of the Bethany Kiwanis Club and Division 19. I serve as an elder at my church and have volunteered for numerous roles within Edward Jones to help financial advisors better serve their clients. I became a limited partner with Edward Jones in 2019 and a regional leader and general partner in 2020. In my role, I support and guide approximately 60 branch teams throughout the Oklahoma City metro. My team includes an extraordinary branch office administrator, Paula Koelsch, and Associate Financial Advisor Alex Waters. Outside of the office, I enjoy spending time with my wife, Megan, and our four children, Cooper, Camryn, Cohen and Crew. I am a huge sports fan and love to coach my kids' activities. I never did get to tour the world as a drummer, but you can find me living out my "backup plan" on Sundays as I serve on the worship team at my local church.
    Specialities
    Spending Time with Family
    Baseball
    Coaching Sports
    Music
    Traveling
    intergenerational planning
    retirement income strategies
    portfolio reviews
    View All
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Phillip Suarez
    What organization is Phillip Suarez associated with?
    Phillip Suarez is associated with Edward Jones.
    What is Phillip Suarez’s work email address?
    Phillip Suarez’s professional email address is p************z@e**********.com. You can also email Phillip Suarez by clicking on the contact Phillip Suarez.
    Where is Phillip Suarez based out of?
    Phillip Suarez’s primary location is Bethany, OK.
    What is Phillip Suarez's phone number?
    Phillip Suarez's phone number is (405) 789-3377
    What is Phillip Suarez's title??
    Phillip Suarez is a Financial Advisor.