Get to know Dolly
Dolly has a special place in her heart for therapy dogs – she owns one and is part of the non-profit organization the Alliance of Therapy Dogs.
Dolly’s favorite quote is “You don’t have to see the whole staircase, just take the first step.”
BIO
As a Jr. Wealth Management Advisor for HeimLantz, Dolly Suarez relies on her compassionate personality and intuitive insight to inform her personal service philosophy. She actively listens to clients’ needs and provides personalized solutions for their unique situations. When asked what inspired her to go into the accounting field, she replied “I enjoy looking at the whole financial picture, providing customized recommendations and proactive planning, and helping clients reach their financial goals.”
Dolly graduated from the University of Mary Washington in 2011. She started her career in 2017 as a tax accountant, preparing individual, business, and non-profit tax returns. After becoming interested in financial planning, she shifted her focus from tax preparation to wealth management. Her ability to apply her tax knowledge to financial planning enabled a smooth transition and offers her wealth management clients added value from her expertise. She is a licensed Certified Public Accountant and a CERTIFIED FINANCIAL PLANNERTM professional.
Raised in Woodbridge, VA, Dolly currently resides in Lexington Park, MD with her partner and two dogs. Outside of work, her interests include trying new restaurants and wineries, baking, listening to podcasts, and exploring new parks with her canine companions.