Meet The Team
Joel Suárez, ChFC®, CFP®
Shareholder, Wealth Manager
Sylvia Suárez
Shareholder, Administrator
Additional Support
At Monarch Private Wealth, we utilize resources from the Mariner team to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.
Client Service
Lacey Knox
Senior Client Service Associate
Mariner
The Mariner associates listed are not employees of Monarch Private Wealth. They are employees of Mariner and Mariner is the marketing name for the financial services businesses of Mariner Wealth Advisors, LLC and its subsidiaries. For additional information refer to https://www.marinerwealthadvisors.com/legal/.