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Frances Suarez

Portfolio Administrator


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Frances Suarez

Portfolio Administrator

Role at Mission Wealth

Frances is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.

Contact Information

Office Location: Austin, TX

Career Highlights

Frances comes from a communications background and was fortunate to get exposure to investments at her previous company. She has passed the Series 6 and 63, which have allowed her to understand more about the financial industry.

Community Involvement

Frances was involved in Chicago HOPES for Kids and WITs when she lived in Chicago. In Austin, she is involved with Dress for Success, Girls Empowerment Network, and the Boys & Girls Club.

Personal Pursuits

Frances enjoys traveling to visit family and friends, as well as traveling solo. She enjoys playing sand volleyball and has joined several recreational leagues. She is half Venezuelan, half Cuban and grew up in Miami, FL.

Education

BS, Public Relations, Florida International University

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