Team Bios

Joel Suárez, ChFC®, CFP®

Shareholder, Wealth Manager

Joel Suárez is a native West Texan and has 23 years’ experience as a financial advisor. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and has earned the Chartered Financial Consultant® (ChFC®) designation. Joel’s practice includes working with affluent clients from private and public university institutions. He specializes in understanding and communicating the strengths and limitations of an institution’s retirement and benefit plans and brings the experience needed to bridge these benefits to a customized wealth plan. Each plan is designed with the client’s values in mind, which impact their family, their philanthropic giving and how they choose to define their legacy.

Wealth planning that supports your aspiration, transformation and destination involves a team approach. Our team consists of experienced tax, trust, estate planning, investments, insurance and retirement professionals through Mariner Advisor Network. Collectively, our team seeks to deliver world-class wealth planning services.

Away from the office, Joel enjoys spending time with family and friends. His hobbies include traveling, lifting weights and riding his mountain bike. He and his wife, Sylvia, have lived in Lubbock, Texas, since 1996. He is proud to be from Odessa, Texas, as well as a Permian High School and University of Arizona (Bear Down!) alumnus.