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 (2006 - present). 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 completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. From 2020-2024, she has been awarded the Forbes Best in State Wealth Advisors*, Forbes Top Women Wealth Advisors* from 2017-2024.

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). 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 both 2023 and 2024, our team was awarded the Forbes Best-in-State Wealth Management Teams*.

Disclosures:

*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 completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

*2024 Forbes Top Women Wealth Advisors Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com)

2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com).

2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21 (Source: Forbes.com).

2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20 (Source: Forbes.com)

2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19 (Source: Forbes.com

2019 Forbes Top Women Wealth Advisors: Awarded April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 - 9/30/18 (Source: Forbes.com)

2018 Forbes Top Women Wealth Advisors: Awarded May 2018; Data compiled by SHOOK Research LLC based on the time period from 9/30/16 - 9/30/17

2017 Forbes Top Women Wealth Advisors: Awarded February 2017; Data compiled by SHOOK Research LLC based on the time period from 9/30/15 - 9/30/16 (Source: Forbes.com)

The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.


*2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com).The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

PM-11162025-6630751.2.1