Legacy Wealth Management Welcomes Adela Lopez

October 20, 2017
Share |

FOR IMMEDIATE RELEASE

Lopez joins the LWM team as Operations Associate

Plantation, FL – October 20, 2017 – Adela Lopez has joined financial planning and investment advisory firm Legacy Wealth Management of South Florida. The addition of Lopez as Operations Associate is expected to help Legacy Wealth Management to continue its tradition of delivering personalized, objective financial guidance to its clients.

“We are pleased to have Adela joining our team,” said Tony DuBose, Managing Principal. “I believe her commitment to offering exceptional service aligns with our firm’s mission to have a positive impact on the lives of our clients and their families.”

Adela Lopez, Operations Associate

Lopez brings nearly 10 years of financial services experience to Legacy Wealth Management. She started working at a broker dealer in her junior year of high school, and since then has gained extensive knowledge in the field. In her role as Operations Associate at Legacy Wealth Management, she acts as a liaison between the client, the financial advisor, and the custodian, ensuring that day-to-day office operations run smoothly.

Adela has a passion for helping others as best as she can. “I’m excited to start a new challenge at Legacy Wealth Management and look forward to getting to know our clients.” She adds, “I was drawn to apply for the job because I knew that I wanted to work with a team that shared my values of integrity, respect, and transparency.”

About Legacy Wealth Management

Legacy Wealth Management is a wealth management firm located in South Florida providing comprehensive financial planning and wealth management services. LWM offers clients objective, independent investment advice coupled with a sound financial plan that addresses their life goals. Its team of professionals has over 150 years of combined experience working with complex financial matters. Legacy Wealth Management provides investment services through several distinct platforms including professionally managed accounts, mutual funds, individual fixed income securities, private non-traded REIT's, insurance products and more.

# # #

If you would like more information about this news release, please contact Legacy Wealth Management at (954) 474-7100 or email at [email protected]

Securities Offered Through LPL Financial, Member FINRA/SIPC. Investment Advice Offered Through LWM Advisory Services, LLC, A Registered Investment Advisor. Legacy Wealth Management and LWM Advisory Services, LLC Are Separate Entities from LPL Financial.