Our Team

AMS Financial Group was founded in 2005 when its principals left a well-known large financial services firm that they had been with for nine years and affiliated with Commonwealth Financial Network®, the largest privately held independent RIA-broker/dealer in the US. This move allowed them to design the firm from the ground up, an opportunity they took to implement a business model that they themselves would want if they were clients. This included a focus on developing comprehensive financial roadmaps, access to a wide universe of investment solutions, and a structure that aligned the firm's interests with those of the clients. Today, the firm's team collaborates to execute well-defined processes that ensure that a consistently high-quality experience is delivered year after year and client after client.

Gerard Suarez

Gerard L. Suarez

Founder and Wealth Manager, CRPC®, AIF®

Grace  Suarez

Grace T. Suarez

Cofounder and Licensed Paraplanner

David  Lee

David C. Lee

Financial Advisor, APMA®