Meet Our Team

As the founding member of Tovar Wealth Management Group of Wells Fargo Advisors, Suzanne Tovar has been recognized as a Platinum Council (2009- 2024). The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. From 2020-2024, she has been awarded the Forbes Best in State Wealth Advisors², Forbes Top Women Wealth Advisors³ from 2020-2022. Forbes Top Women Wealth Advisors Best-in-State⁴ from 2023-2024.

Her son, Alex Tovar, has been with the team since 2016 and is a First Vice President - Investments, who holds the CERTIFIED FINANCIAL PLANNER® certification and was a practicing CPA (non-practicing CPA now). Grace Ann Hardison is a Financial Advisor and before joining the team, was a practicing CPA (non-practicing now) at Ernst & Young for the past 10 years.

The team is supported by Becky Souders, our Senior Registered Client Associate, who has had 25+ years of experience. She is an integral part of the team because of her dedication and commitment to providing the best client experience possible.

Together we are a collaborative, multigenerational team, dedicated to providing holistic and comprehensive advice for decades to come. We focus not only on your money, but on your life, your family, and your happiness. We work with a wide scope of professionals dedicated to providing you with personalized advice on investments, retirement and estate planning strategies, insurance, and long-term care, as well as a variety of other advanced planning techniques. In 2023, 2024 and 2025 our team was awarded the Forbes Best-in-State Wealth Management Teams¹.  The group members during the award period for 2023-2025 were Financial Advisors, Suzanne Tovar and Alex Tovar, and Senior Registered Client Associate, Becky Souders.

· _Disclosures:

_{All awards compiled by Shook Research, LLC. (Source Forbes.com).}

_{1) 2025 awarded January 2025; Data compiled based on the time period from 3/31/23 - 3/31/24.  2024 awarded awarded January 2024; Data compiled based on the time period from 6/30/22 - 6/30/23. 2023 awarded January 2023; Data compiled based on the time period from 6/30/21 - 6/30/22.}

_{2) 2024 awarded April 2024; compiled based on the time period from 6/30/22 - 6/30/23. 2023 awarded April 2023; Data compiled based on the time period from 6/30/21 - 6/30/22. 2022 awarded April 2022; Data compiled based on the time period from 6/30/20 - 6/30/21. 2021 awarded February 2021; Data compiled based on the time period from 6/30/19 - 6/30/20. 2020 awarded January 2020; Data compiled based on the time period from 6/30/18 - 6/30/19.}

_{3) 2022 awarded March 2022; Data compiled based on the time period from 6/30/20 - 6/30/21. 2021 awarded March 2021; Data compiled based on the time period from 6/30/19 - 6/30/20.  2020 awarded March 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2024 awarded February 2024; Data compiled based on the time period from 6/30/22 - 6/30/23. 2023 award March 2023; Data compiled based on the time period from 6/30/21 - 6/30/22.}

_{4) 2024 awarded February 2024; Data compiled based on the time period from 6/30/22 - 6/30/23. 2023 award March 2023; Data compiled based on the time period from 6/30/21 - 6/30/22. View Award Disclosures}