Senior Financial Advisor
Current
May 2024 - Present
AeroLeads people directory · profile
Andy Suarez Email & Phone Number
Senior Financial Advisor
at
Wells Fargo Advisors
1 work email found
@citigroup.com
2 phones found area 314
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Advisor
Location
Ladera Ranch, California, United States
Who is Andy Suarez? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Andy Suarez is listed as Senior Financial Advisor at Wells Fargo Advisors, based in Ladera Ranch, California, United States. AeroLeads shows a work email signal at citigroup.com, phone signal with area code 314, and a matched LinkedIn profile for Andy Suarez.
Andy Suarez previously worked as Senior Wealth Advisor at Citi and Registered Client Associate at Wells Fargo Advisors. Andy Suarez holds Financial Planning And Services from Uc Berkeley Extension.
Company email context
Email format at Wells Fargo Advisors
This section adds company-level context without repeating Andy Suarez's masked contact details.
{first}.{last}@citigroup.com
86% confidence
AeroLeads found 1 current-domain work email signal for Andy Suarez. Compare company email patterns before reaching out.
Profile bio
About Andy Suarez
Currently managing a strategic diversified book within Citi Personal Wealth Management.Skilled in Financial Wealth Planning, Risk Management, Investment Strategies, Retirement Planning, and Microsoft Office, Salesforce.Strong financial professional graduated from Appalachian State University.
Listed skills include Investments, Retirement, Financial Analysis, Financial Services, and 8 others.
Current workplace
Andy Suarez's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Andy Suarez work experience
A career timeline built from the work history available for this profile.
Senior Wealth Advisor
Aug 2017 - May 2024
Registered Client Associate
Oct 2016 - Aug 2017
Investment Consultant
Aug 2015 - Oct 2016
Trust Officer
Apr 2007 - Aug 2015
3 education records
Andy Suarez education
Financial Planning And Services
Uc Berkeley Extension
Education record
Walker College Of Business At Appalachian State University
Marketing
The Wharton School
FAQ
Frequently asked questions about Andy Suarez
Quick answers generated from the profile data available on this page.
What company does Andy Suarez work for?
Andy Suarez works for Wells Fargo Advisors.
What is Andy Suarez's role at Wells Fargo Advisors?
Andy Suarez is listed as Senior Financial Advisor at Wells Fargo Advisors.
What is Andy Suarez's email address?
AeroLeads has found 1 work email signal at @citigroup.com for Andy Suarez at Wells Fargo Advisors.
What is Andy Suarez's phone number?
AeroLeads has found 2 phone signal(s) with area code 314 for Andy Suarez at Wells Fargo Advisors.
Where is Andy Suarez based?
Andy Suarez is based in Ladera Ranch, California, United States while working with Wells Fargo Advisors.
What companies has Andy Suarez worked for?
Andy Suarez has worked for Wells Fargo Advisors, Citi, Td Ameritrade, and Wells Fargo.
How can I contact Andy Suarez?
You can use AeroLeads to view verified contact signals for Andy Suarez at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Andy Suarez attend?
Andy Suarez holds Financial Planning And Services from Uc Berkeley Extension.
What skills is Andy Suarez known for?
Andy Suarez is listed with skills including Investments, Retirement, Financial Analysis, Financial Services, Microsoft Office, Insurance, Risk Management, and Relationship Management.
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