Adela Lopez

Adela Lopez

Operations Associate

Adela Lopez has been in the financial industry for nearly 10 years. She started working at a broker dealer in her junior year of high school, and since then has gained extensive knowledge in the field. As Operations Associate, she acts as a liaison between the client, the financial advisor, and the custodian, handling day-to-day administrative tasks with efficiency and a proactive attitude.

Adela has a passion for helping others as best as she can. She not only prides herself in facilitating business for the advisors but in providing exceptional service to our clients. Her strengths include researching answers to client inquiries and handling requests promptly.

Some of the best financial advice she received was from her grandfather, who encouraged her to see the impact of saving just a dollar a day. Adela lives by the adage “Do good and good will come to you.” Her biggest accomplishment to date is being a good mom and teacher to her two-year-old daughter, and Adela feels even bigger accomplishments are yet to come!

Adela is currently seeking a bachelor’s degree in Business Administration and Management. She enjoys spending time with her family as well as traveling. The next destination on Adela’s bucket list is Polynesia.