Joel A Suarez

Registered Representative

Joel is a Registered Representative of Voya Financial Advisors and has been working at the local office since 2012.  Joel began out of high school as an unregistered office assistant.  In 2016, Joel obtained his Series 6 and 63 registrations as well as his state insurance license.

Joel's responsibilities include assisting with:

  • Paperwork and form preparation for client appointments. 
  • Group presentations and sponsor events.
  • Data entry for financial planning.
  • Setting appointments with clients and prospective clients.
  • Enrolling new clients with sponsor groups.

Currently, Joel attends the College of Financial Planning®.  He enjoys sporting events, playing guitar and reading.  Joel lives in Lubbock, Texas with his wife Madison and their dog, Iris.

 

Registered representative of and securities offered through Voya Financial Advisors, Inc. (member SIPC).
West Texas Financial Planning is not a subsidiary of nor controlled by Voya Financial Advisors.

 

Phone 806-796-3476
Fax 806-771-0348