I started with Edward Jones as an intern in 2008 while attending Oklahoma Baptist University in Shawnee, Oklahoma. While at school, I had the grandiose dream of being a professional drummer and touring the world after college. I was entering my senior year and would be getting married that August. I was natural at risk management and decided to have a "back up plan" which brought me to Edward Jones. It didn't take long to realize the impact I could have as I served families with their financial needs. I decided right then that being a rock star would be my new "back up" plan.
I have been serving clients locally and throughout the United States for the past ten years in my branch office in Bethany. When you meet our team, it will be very apparent that our goals and processes are aligned to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life.
In addition to serving my clients, I enjoy serving my community and other Edward Jones financial advisors. I sit on several boards in the Bethany area and am a past president and Lt. Gov. of the Bethany Kiwanis Club and Division 19. I serve as an elder at my church and have volunteered for numerous roles within Edward Jones to help financial advisors better serve their clients. I became a limited partner with Edward Jones in 2019 and a regional leader in 2020. In my role, I support and guide approximately 60 branch teams throughout the Oklahoma City Metro.
My team includes an extraordinary branch office administrator, Paula Koelsch. Paula has been with Edward Jones for over 18 years.
Outside of the office, I enjoy spending time with my wife, Megan, and our four children, Cooper (10), Camryn (8), Cohen (3) and our newest addition, Crew (1). I am a huge sports fan and love to coach my kids' activities. I never did get to tour the world as a drummer, but you can find me living out my "back up" plan on Sundays as I serve on the worship team at my local church.
My Personal Interests
- Spending Time with Family
- Coaching Sports
Phone NumberPhillip Suarez at (405) 789-3377
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