The Lopez Team
Welcome to The Lopez Team. For us, wealth management is about more than numbers—it’s about understanding your story, your goals, and your vision for the future. We take the time to know you as an individual, not just as an investor, so we can craft strategies that reflect what matters most to you.
Whether you’re planning for retirement, managing assets across borders, or preparing to sell a business, we’ll collaborate with you every step of the way. Our commitment is to provide proactive guidance and world-class resources through Merrill and Bank of America, helping you build and protect wealth for today and for generations to come.
Your advisor isn’t just your financial ally—they’re your partner in creating a lasting legacy.
Welcome to The Lopez Team. For us, wealth management is about more than numbers—it's about understanding your story, your goals, and your vision for the future. We take the time to know you as an individual, not just as an investor, so we can craft strategies that reflect what matters most to you.
Whether you're planning for retirement, managing assets across borders, or preparing to sell a business, we'll collaborate with you every step of the way. Our commitment is to provide proactive guidance and world-class resources through Merrill and Bank of America, helping you build and protect wealth for today and for generations to come.
Your advisor isn't just your financial ally—they're your partner in creating a lasting legacy.
AAMS™, CEPA®, CFP®, CRPC™
AAMS™
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.
