Ivan Lopez
Ivan Lopez works closely with clients to provide advice and guidance to executives, small business owners and families. His planning process aligns his clients' investments with their life goals. He employs risk management strategies aligned with achieving their financial objectives. Ivan has over 17 years of combined investment, planning, banking and client relations experience.Ivan joined Merrill in 2022, and his 17-year professional career spans from small start-ups to large businesses, individual planning to trust and estate planning strategies, and wealth management.Ivan holds the FINRA Series 7, 63 & 65 registrations.Ivan is fluent in English and Spanish.Ivan has a passion for his faith and quality time with his family.
My mission is to understand you and what matters most to you. To take the time to ask hard, smart questions and to listen carefully, then to understand in great detail exactly where your wealth stands today and where you'd like it to be tomorrow. I'll help you design and implement a customized wealth management approach that helps you and your family pursue your personal financial goals while helping managege investment risk. My wealth management approach is about using wealth to help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
