Lorena Lopez

When it comes to serving our clients, responsiveness, accuracy and timeliness are so important to the success of our relationships – and Lorena excels in each case. She is the quintessential professional when it comes to handling our clients’ requests, completing tasks, and supporting our team’s advisors. She is extremely organized and helps our business run smoothly. Lorena joined The Lopez Private Wealth Group in November of 2021, bringing nearly 20 years of experience in financial services. She prides herself on her ability to manage multiple projects simultaneously, making her very valuable to our busy office. Lorena’s passion for her job, her strong work ethic, and her commitment to professional standards define her as a reliable and trustworthy member of the team.

As our Operations Manager, she oversees and handles numerous functions such as new accounts, money movements, and trading to fulfill our clients’ needs while managing each assignment with efficiency and discretion. Lorena holds multiple licenses, including Series 24, 7, 6, 63 and Life & Health Insurance. Her supervisory credentials allow her to provide compliance oversight on the team’s trading activities for our clients.

Before joining Excelsis Global Private Wealth, Lorena built an impressive career with excellent, relevant experience, working at several financial services companies, including BBVA, Merrill Lynch and JP Morgan Chase Bank. Born and raised in the Rio Grande Valley, Lorena lives with her husband Miguel and their son and daughter. Lorena is very close to her family, keeping them and her faith “always front and center” in her life.