Lourdes has been a Wealth Management Advisor for the Rhodes Group at Merrill since 2010, specializing in helping individuals, families, and business owners navigate all aspects of their financial lives. With both the CFP® and CPFA® designations, she brings a well-rounded, strategic perspective to financial planning- whether it's preparing for retirement, managing equity compensation, navigating estate planning or inheritance events, or building a long-term tax-efficient plan for financial success. Lourdes ensures every client receives thoughtful, objective advice paired with high-level service.

Lourdes is motivated knowing she is making a meaningful-impact- reducing financial stress and simplifying the complex so clients can focus on what matters most to them. She treats every client like family and truly sees both our team and our clients as an extension of her own.

She is a proud graduate of the UCONN School of Business, and when she's not working, you'll find her spending time with her family, working out, hiking or finding ways to help others- because that's at the heart of who she is and why she loves doing what she does.