Meet Our Team

As the founding member of Tovar Wealth Management Group of Wells Fargo Advisors, Suzanne Tovar has been recognized as a Premier Advisor (2006 - present), a distinction held by a select group of Financial Advisors within the firm as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Since 2020, she has been awarded the Forbes Best in State Wealth Advisors*, Forbes Top Women Wealth Advisors*, and since 2012 has attended the invitation-only Barron’s Top 100 Women Advisors** for the top female advisors. Her son, Alex Tovar, joined the team in 2016 and is a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER™ certification and was a practicing CPA (non-practicing CPA now). He brings new insights, perspectives, and experience to the group. The team is supported by Becky Souders, our Senior Registered Client Associate, who has had 20+ 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.

*The Forbes Top Women Wealth Advisors rating algorithm is based on previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.

**The Barron’s 100 Women Advisors ratings are based on the previous year's asset under management, revenue generated for the advisors' firms, and the quality of the advisors' practices. Investment performance isn't an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 

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