Frances Suarez-Schmidt, CFP®, AWMA®, MPS
Vice President – Private Client Group
Frances joined SCS Financial as part of its acquisition of Edge Capital in 2025 and is a Vice President in the Private Client Group in our Dallas office.
As a CERTIFIED FINANCIAL PLANNER™, Frances’s primary focus is delivering exceptional service and support to clients and advisors at every stage of the wealth management journey. As a dedicated liaison with our custodians, she ensures efficient communication and coordination, facilitating seamless transitions for new clients while providing ongoing support to maintain strong relationships. Frances also provides support in the financial planning process, working closely with advisors to align strategies and plans with client goals. Her commitment to excellence and attention to detail ensure a positive and productive experience for all.
Raised in Miami, Florida, Frances earned her Bachelor of Science degree in Public Relations at the Florida International University. She obtained her Accredited Wealth Management Advisor certification in 2022. Frances completed the Columbia University’s Master of Professional Studies in Wealth Management and was recognized as a Distinguished Student Leader.
Previously, Frances worked with multiple advisors in an RIA as a Senior Wealth Advisor Associate.
In her free time, Frances enjoys exploring the city of Dallas with her golden retriever Mosie and traveling to visit her family and friends.
