Suero will collaborate closely with Sandra Cho, the president of Pointwealth, to increase the company’s clientele and meet the demand for its services from newly developing high-net-worth and high-earning but not yet rich (HENRY) consumers.
Cho said: “As I searched for the right person to bring aboard to support our current clients and expand our services offerings, I wanted to find someone who understood my dedication to a holistic approach to our clients’ needs, and I found that in Edward. He leverages his experience in banking and financial services, and deep-seeded interest in people to deliver the right kind of client experience – one my clients expect from me, and one I hope to foster in our firm as we continue to grow.”
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Since 2004, Suero has worked in the banking and financial services industry.
He graduated from the University of North Florida with a bachelor’s degree in information science.
The College of Financial Planning awarded him the Chartered Retirement Planning Counsellor title in 2016.
Suero now holds FINRA Series 7 and Series 66 registrations through LPL Financial and Golden State Wealth Management.
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By GlobalDataHe is also certified in California Life Insurance.
“I’m thrilled to join Sandra and the entire Pointwealth team as we write a new chapter,” added Suero. “I wanted to find a place where I could grow together with a firm that valued my approach and the opinions of our clients. Sandra’s dedication to delivering a personalised service, that takes into account more than just the numbers, fosters the exact kind of environment I wanted in a new professional home.”
Suero worked as an LPL financial advisor with Logix Financial Services from 2021 to 2023 before joining Pointwealth.
Prior to that, he worked as a financial solutions adviser with Bank of America Merrill Lynch and a senior financial advisor/vice president with UnionBanc Investment Services.
He is an expert in cash management, alternative assets that generate income, and tax-effective solutions as well as to regular investment management.
