Eunice Flores

Eunice Flores brings a distinguished level of experience and unwavering dedication to her position with the Lopez Private Wealth Group.  With over 15 years of experience in the financial services industry, Eunice has cultivated deep understanding of wealth management, client relations and operational excellence, making her a keay asset to the team.
Eunice began her career at Chase Bank in McAllen, TX, where she excelles in various roles from Sales & Service Associate to Personal Banker.  During her time at Chase, she demonstrated a strong commitment to customer service, effectively identifying and addressing client needs while managing complex financial transactions.  Her ability to build and maintain relationships with clients, combined with her in-depth knowledge of banking products and services, set her apart as a valuable asset to the team.
In 2011, Eunice transitioned to Merrill Lynch as a Registered Wealth Management Client Associate.  Over the next 13 years, she honed her skills in supporting wealth advisors, managing administrative duties and coaching new hires.  Her role involved ensuring that all practices aligned with company policies, managing risk and providing exceptional service support.  Eunice's dedication to client education and her proactive approach to problem- solving made her a trusted resource with the organization.
Most recently, Eunice joined Excelsis Global Private Wealth as a Registered Wealth Associate in June 2024.  In this role, she has continued to build on her extensive experience, contributing to the team's strategic objectives and operational goals.
As the new assistant to the Lopez Private Wealth Group, Eunice is committed to delivering exceptional service, supporting wealth management strategies and fostering stron client relationships.  Her extensive backgrowund and dedication to excellence make her a key contributor to the success of the Lopez Private Wealth Group.